Can’t keep your account with us but still want us to manage it for you? No problem!
Use a Password Manager/Vault to collaborate with us:
Using LastPass will allow you to share your account login information securely with us so we can manage your “held away” accounts more effectively without us having to know your login and password. Using a Password Manager is something you should be doing already, but if you’re not this is a great opportunity to start so that you can protect your information to a much greater degree and collaborate with us more effectively.
Please watch the informative video below to understand what LastPass is and how you can use it:
You can use LastPass on any of these devices if you signup for a premium subscription ($2/mo):
*Please note that you may not share account information which would give us the authorization to withdraw funds. rebel Financial does not take custody of client funds and this would effectively put us in custody of your funds.
Download our 2018 Brochure:
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Fiduciary & Fee-Only Financial Advisors and Planners
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to individual and institutional clients.