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Access your accounts and documents through the secure platforms trusted by Foster
Your Accounts, On Your Terms
MyPortfolio+ is your secure window into your Portfolios. It gives you direct access to your holdings, transaction history, and key documents—anytime, anywhere.
- View your balances, holdings, and transaction history with market values updated every 15 minutes
- Access account statements, tax slips, and trade confirmations with easy download options
- Manage eDelivery preferences and view electronic inserts securely
- Track quotes and market data on equities, mutual funds, options, and fixed-income investments
- Enjoy a modern investor experience with a clean, consolidated view of your account
Finally, a Place for Everything
FutureVault is your own secure digital vault, trusted by leading wealth firms and now available to you through Foster. Think of it as the digital home for the kinds of documents that once lived in your filing cabinet, inbox, or that drawer you’ve been meaning to organize.
- Store and access essential documents like wills, powers of attorney, estate plans, tax filings, and accounting records in one secure place
- Share and store with confidence—bank-grade encryption and seamless integration with your advisory team