Client Center

Welcome to our Client Center. We thank you for the trust you have placed in our firm. To access your accounts, please follow the links below. Here you can access and manage your investments online any time of day, any day of the week. At Phase 3 Advisory Services, we make it easy for you to instantly access your portfolio, statements and monitor account activity. If there is any other way that we can serve you, please give us a call and we’ll be happy to assist you.

Account Access


Client Vault Log-In

MoneyGuide Pro

Note: These links will allow you, as a Phase 3 client, to create an individual login ID and password.

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Investment Updates

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Osaic Wealth, Inc.

This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, CT, FL, GA, ID, IL, IN, IA, HI, KS, KY, ME, MD, MA, MI, MN, MS, MT, MO, NH, NV, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VT, VA, WA, WV, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced

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