Participant Portal

Balance Starts Here

At Francis, we want to help you reach all your financial goals. However, striking the right balance means not only giving you the tools you need today to be successful but setting you up for long-term success. With your employer-sponsored participant portal, you now have both — a place where you can come to learn everything you need to get started on your financial wellness journey and access to expert, honest financial planners that can help you navigate what’s to come. 

Financial Planning for Everyone

Whatever stage you’re at along your financial wellness journey, you’ve come to the right place. Explore our library of educational resources and gain customized financial steps and recommendations. Because we know that no two financial needs are alike, we’ve tailored your participant portal to cover a
range of financial wellness topics. What’s more, we’ll match you with the right financial planner unique to your individual financial needs — all to help you achieve a more enriched life. Type in the name of your employer or union below to access your participant portal.