Welcome to the Client Connect page. Whether it's logging into an investment account or reviewing disclosures, this is a space you can find the information you need, whenever you need it.
If you are unable to find what you need, please email us at service@Tolerfg.com or call 301-825-8705

Technology Help - Existing Clients

Your Personal Financial Website

Wealthscape Account Portal

Wealthscape grants you access to your accounts with us and provides you with account balances and positions, in addition to access to statements and tax documents.

Portfolio Performance Reports & Statements

CIRstatements.com is where you can access performance reports for your accounts with Toler Financial Group. You will receive quarterly emails prompting you to review your updated performance report. 

Find us at our office!

1100 Wayne Ave Suite 670 Silver Spring, MD

Send us your questions!