The Personal Financial Portal: Your interactive financial fitness tool
When your company has a plan from ACEC RT, you can sign up for your own Personal Financial Portal. It’s your financial control center, with interactive tools that keep you on top of the numbers that matter, on any device including your mobile phone.
It’s easy and fun with your own personal financial portal
Know where you stand. Chart what-if scenarios. Interactive budgeting and savings tools show you everything you’re making and spending and everything you own (savings, investments, real estate), all in one place, updated in real time. Chart how long your savings will last when you plan to retire.
Organizer
Connect all your accounts and information for an organized, consolidated view
Financial Workshop
See if you’re on target to reach your most important goals
Education Center
Your own library of videos, articles and resources to increase your financial knowledge
Vault
Safely store your most important documents for quick and easy access
Spend Tracking
Know how much you’re spending and where
Budgeting tools
Set budgets to help you reach your savings goals
Digital Post Mail
Safe and secure online delivery of your important US postal mail
Investments
Interactive charts and detailed views provide you with increased visibility into your accounts
Sign up for your Personal Financial Portal and earn 7,500 Financial Fitness Game points. Fill out the form below and click Submit. We will reach out to you shortly with a username and instructions on how to set up a password.