Log in

rfpw logo
td ameritrade logo
fidelity investments
tiaa cref logo
nationwide logo
rf 401k logo

Login by clicking one of the logos above or read below for more details:

rfpw logo

Your rebel Financial Personal Website (rFPW)

Log in here to access your rebel Personal Financial Website. This is your main access to view all of your financial accounts. This is also where you may access tools, educational videos, calculators, collaborate with us in the creation of your financial plan, and access your vault.

Your vault is where we post all of your statements, review materials, financial planning documents, and legal documents because it is more secure and convenient than traditional email. We have enabled your account so that you may also upload and store important & valuable documents in addition to the documents we post there for you.

td ameritrade logo

Your TD Ameritrade Account

Log in here to access your TD Ameritrade account directly. TD Ameritrade is our primary custodian (even though you are free to choose from almost any custodian in the US) and you may access your account 24/7. If you have an Individual, Joint or IRA account with us than it is most likely through Ameritrade and you will log in here to access directly.

fidelity investments

Your Fidelity Account

Log in here to access your Fidelity account. You will most likely have an account with Fidelity through our affiliation with Ohio’s Public University Retirement Program. Register or login here to access your Fidelity 403b, 457b, 401k, or ARP account with us.

tiaa cref logo

Your TIAA CREF Account

Log in here to access your TIAA-CREF account. You will most likely have an account with TIAA-CREF through our affiliation with Ohio’s Public University Retirement Program. Register or login here to access your TIAA-CREF 403b, 457b, or ARP account with us.

nationwide logo

Your (former) Jefferson National Account (now through Nationwide)

Log in here to access your (former) Jefferson National (now Nationwide) account. You will most likely have an account with Jefferson National Non-Qualified (NQ) Annuity through us.

rf 401k logo

Your rF401k Account

Log in here to access your rF401k account. You will most likely have an account with us through your private employer’s 401k.