Essential Client Links

Paying Your Taxes

If you’ve filed your annual returns with one of our partners and you have taxes owed, chances are that you’ll need to make a payment directly to state and federal institutions.While you can mail in a check, electronic payments can help avoid delays and reduce unnecessary penalties.

FEDERAL PAYMENTS

Pay the IRS: You can pay the IRS directly using their Direct Pay service via the following link.https://directpay.irs.gov/directpay/payment?execution=e1s1

PA PAYMENTS

Pay the State of PA: You can pay the State of PA directly using myPATH.  Access this service by using the following link:https://www.revenue.pa.gov/OnlineServices/MakeAPayment/PIT/Pages/default.aspx

NY PAYMENTS

Pay the State of NY: You can pay the State of NY directly using the NY Department of Taxation and Finance webite. Access this service by using the following link:https://www.tax.ny.gov/online/

Access Your Investments – Charles Schwab

For Investment Management clients, you can access your investment accounts directly through the Schwab Client Portal.Click here to log in to Charles Schwab, view your account balances, and update your contact information.https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspxIf you need help with a trade or want to move money into or out of your account, contact Peter Donisanu (peter@franklinmadisonadvisors.com) to process your request.

New Users:

If you haven’t established your login credentials with Charles Schwab, use the following link to register your username and password before logging in.https://sws-gateway-nr.schwab.com/ui/host/#/welcome

View Investment Performance

We use institutional-level reporting software to monitor the performance of your investment portfolio.You can view your account performance, billing, and invoice information using the following link:https://franklinmadisonadvisors.capitect.com/#/login

Pay Your Invoice

Do you have an outstanding invoice for your financial plan or ongoing advisory services?  You can log in to Advicepay, a secure, third-party payment processor, to settle your account by following this link:https://app.advicepay.com/

Access Your Financial Plan and Secure Document Portal

We use institutional quality tools to prepare your financial plan. Throughout the initial planning process and ongoing financial review, we’ll ask you to log in to your financial planning website to upload documents and review reports we have prepared.You can access your financial planning website using the following link:https://wealth.emaplan.com/ema/xypn/franklinmadisonadvisors

Risk Tolerance Update

It is customary to complete an investment risk tolerance questionnaire for all clients where we offer investment advice regardless of whether we manage your money. We use this information to identify your investment objective and to select an ideal asset allocation framework representative of your needs, goals, and objectives as we prepare your financial plan. Don’t hesitate to get in touch with Peter Donisanu (peter@franklinmadisonadvisors.com) if you’d like to update your risk tolerance questionnaire and investment policy statement. 

Legal & Estate Services

We partner with Wills and Trusts to offer basic Estate Planning Services for our clients.  While you have options regarding how to go about the work to implement your estate plan, this service provides a time and cost-effective means for preparing your Will, Powers of Attorney, and Trust documents.To learn more about Wills and Trusts and begin your estate planning process, use the following link:https://trustandwill.com/advisors/invite/ky3382v1Don’t hesitate to get in touch with Peter Donisanu (peter@franklinmadisonadvisors.com) if you have questions about how to implement the Estate Planning portion of your financial plan or if you’d like to speak with a local attorney to help you address a complex legal matter.

Insurance Services

We partner with LLIS, a national insurance broker that works exclusively with Fee-Only advisors like Franklin Madison Advisors. LLIS employees are salaried and do not get paid on commissions for the insurance they sell.Franklin Madison Advisors does not receive commissions or fees from the insurance you purchase through LLIS.  We offer this partnership solely for the benefit of our clients.Click here to learn more about LLIS:https://llis.com/about-llisContact Peter Donisanu (peter@franklinmadisonadvisors.com) if you’d like a formal introduction to our partners at LLIS.