My Financial Dashboard
First Time User:
- Please copy and paste the following hyperlink into a new tab on your browser. https://assetmark.financelogix.com/ClientLogin/?company=BrophyWealthMana...
- Use your email address as your login and the temporary password that was sent to you via a Brophy Wealth Management, LLC representative.
- You will be immediately prompted to change your password and to create security questions.
- Once you are logged, you will be on the “My Dashboard” page or “My Vault” page.
- My Dashboard: Click on the bottom of your screen where it says, Widgets and drag up all the widgets available. You can then click on these and fill them out.
- My Vault: You can create folders and add files securely through here.