ACCOUNT MANAGEMENT

Creative Planning Client Logins

Please contact your wealth manager or financial advisor for answers to questions regarding your accounts.

For the best mobile experience, please download the free Creative Planning app from the Google Play Store or Apple App Store.

Personal Wealth

Your Creative Planning Wealth Management Account

Your Creative Planning 401k Account

Your Creative Planning Technology Solutions Account

Your Creative Planning Commercial Account

*Audit and attest services provided by BerganKDV, an independent CPA firm.

For the best mobile experience, please download the free Creative Planning app from the Google Play Store or Apple App Store.