LifeGuide 360 provides the tools to manage your financial information, track your progress, communicate with your LifeGuide team, and make wise decisions—all to help you experience peace, realize freedom, and maximize your impact.

Securely manage, store, and share life’s important information.

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Review your goals, monitor your progress, and simulate scenarios. 

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View your portfolio balance, performance, and allocation.

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Account Access

  TD Ameritrade Account Access

Access your TD Ameritrade statements, trade con rmations, and tax documents.
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  American Funds Account Access

Access your American Funds statements and tax documents.
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  Impact Assets Giving Fund Access

View your giving fund balance, make contributions, and recommend grants.
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Helpful Tools

  Schedule a Meeting

Schedule a video, phone, or in-person meeting with your LifeGuide Advisor.
SELECT A DATE

  Knowledge Base

Access reference materials, calculators, planning documents and LifeGuide’s “must read” list.
VISIT PAGE

  Contact Us

Call or email your LifeGuide Advisor.
CONTACT US