Client Portal
Your Miser Wealth Partners Client Portal is a convenient connection point that offers access to active and archived documents with document exchange while allowing you to stay connected with our team; all in one organized location online.
At Miser Wealth Partners, we believe financial planning is built on relationships. Part of that commitment is allowing 24/7 access to your documents and ongoing communication. Whether you’re logging in to review documents or activating your portal for the first time, we’re here to make the process simple.
First-Time Users
If you are a client of Miser Wealth Partners, you may have already been extended an invitation to our Client Portal. To activate your account, look for your invitation email from hello@hubflo.com on behalf of Miser Wealth Partners.
Simply click Activate My Account, create your password, and follow the instructions to complete your account setup. You may receive two invitation emails, but you’ll only need to activate your account once.
After logging in, you’ll see two workspaces:
Miser Wealth Partners
Your shared workspace with our team, featuring helpful resources, common forms, planning information, and educational materials. We’ll continue adding new resources to make each visit to your portal more educational and more productive!
Personal Client File Storage
Your private, secure document repository where you can upload, store, and access important financial documents, such as tax returns, estate planning documents, insurance information, investment statements, and more. Unlike one-time upload links, your portal gives you one secure place to manage everything and easily access your files whenever you need them.
Why Use the Client Portal?
Your portal is designed to make your financial life easier by giving you one organized place to:
- Securely upload and access important documents
- View planning resources, forms, and updates
- Track tasks and next steps throughout the planning process
- Communicate with our team through a secure, compliant platform
- Access information related to your tax, investment, estate, and retirement planning
As we continue to enhance the portal, you’ll see even more features and resources added to support you.
Need Assistance?
If you can’t find your invitation email, need your activation link resent, or have any questions about your portal experience, we’re always happy to help. Contact our team at customerservice@miser-wp.com or call 865-204-8955. Whether you prefer to explore the portal on your own or would like us to walk you through it step by step, we’re here for you.
Thank you for your trust in Miser Wealth Partners. We value the opportunity to partner with you and remain committed to providing thoughtful guidance, secure technology, and personalized service every step of the way. We look forward to helping make your financial planning experience more connected, transparent, and effortless for years to come.
