View Categories

Platform Overview

The Freedom Advisors platform allows you to view your consolidated household, individual account details and performance information, aggregate accounts held outside Freedom to provide a holistic financial view of all of your assets and liabilities, share documents with your advisor, and more. The Client Portal is organized into the following main sections, each of which will be covered in a dedicated chapter of this guide, as well as a section dedicated to Additional Tools that are available to you within the portal.