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Clients
Avantax eMoney Portal
Wealthscape Investor Portal
Statement Portal (RIA)
GPS Login (Formerly HKFS)
Schwab Client Access
Retirement Plan Access
Financial Professionals
myAvantax
Mentor Program
Marketing Center (Formerly HKFS)
Learning Management (Formerly HKFS)
Retirement Plan Access
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Avantax Disclosure Catalog (ADC)
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Disclosure Catalog
Disclosures for Avantax Planning Partners (Formerly HKFS)
Form CRS and Regulation BI Disclosure
Account Agreements & Features
Account Fees and Costs
Account Protection and Privacy
Advisory Services and Managed Accounts
Alternatives
Cash Sweep
College Savings Plans
Insurance and Annuity Products
Order Execution & Routing
Retirement Plans
All Disclosures
College Savings Plans
This section provides information about the Cash Sweep program
529 College Savings Plan Disclosure Form
Mutual Fund Buyer’s Guide
Bank Deposit Sweep Program