Category: FPAI Operations

Regarding FPAI operations.

A Very Quick Note, Oct 4 2021

Clients of Financial Planning Associates, Inc., your 3rd quarter investment management reports are posted to your secure portal. Important milestones: Attached is a listing of certain important milestones for your reference. Coming soon: News and comments about human longevity, infinite/quantum computing, future transportation, equity indexed CDs and more! Read more →

Good News, and Bad News.

The good news: The recently reported problem with Morningstar client web portal uploads has been fixed. The bad news: Documents uploaded between June 16 and July 2 are not recoverable. If you uploaded documents to your web portal during the period in question, please re-upload those documents. We feel bad about this inconvenience. Therefore, the next time a Mister Softy… Read more →