Digital Planning Profile

Take the first step toward creating your financial plan. The Digital Planning Profile is a secure, user-friendly tool available through Janney’s Online Access that helps you share key financial details with your Financial Advisor—quickly and easily. Your responses feed directly into our planning tools, saving time and enabling a more personalized, meaningful conversation about your goals.

Why Use the Digital Planning Profile?

  • Save Time and Eliminate Paperwork: Complete your profile securely online—no forms, no back-and-forth.
  • Jumpstart Your Financial Plan: Your answers go straight into your advisor’s planning software, enabling faster, more focused planning sessions.
  • See the Bigger Picture: Link your outside accounts using My Net Worth and help your Financial Advisor build a more complete view of your finances.

What to Expect:

Once your Financial Advisor enables the Digital Planning Profile, you’ll see a prompt when you log into Online Access. From there, you can get started immediately or revisit it anytime by following the steps below:

 

Step 1

Step 1:

Log into Online Access and select My Financial Plan.

 

 

 

An image depicting a mouse selecting "Access Your Digital Client Profile" on Online Access.

Step 2:

Select Digital Planning Profile.

 

 

 

An image depicting Step 3 of making your Digital Planning Profile.

Step 3:

Complete the profile. The profile will guide you through a series of secure questions about your:

  • Personal and household information
  • Income, expenses, assets, and liabilities
  • Retirement timeline and other financial goals
  • Concerns and priorities

 

Once submitted, your information is securely transmitted to your Financial Advisor and integrated into your personalized financial plan.

Frequently Asked Questions:

Is my information secure?

Yes. The Digital Planning Profile is hosted within Janney’s secure Online Access platform. Your data is protected using advanced encryption and privacy safeguards.

Do I have to complete it all at once?

No. You can save your progress and return to the profile at any time.

What happens after I submit the profile?

Your Financial Advisor will use the information to start building or refining your financial plan. They’ll reach out to review your responses and discuss next steps.

Can I link my other accounts?

Yes. You’ll have the option to link outside bank, investment, or retirement accounts using the My Net Worth tool within Online Access, giving your Financial Advisor a more complete picture of your finances.

Who can I contact with Online Access questions?

For additional questions related to Online Access, please reach out to our Online Services team at 888.882.0012, or [email protected].

Need Assistance?

If you have trouble using the app, you may contact the Online Services team. Please have your Janney account information ready.

  • Phone: 888.882.0012
  • Email:  [email protected]
  • Monday through Friday: 7AM – 7PM EST
  • Saturday, Sunday, and Holidays: 7AM – 12PM EST

 

 

 

 

Talk to a Janney Financial Advisor

You don’t have to navigate your financial journey alone. Wherever you are today, a Janney Financial Advisor can help you create a personalized plan aligned with your goals, priorities, and evolving needs. With thoughtful guidance and strategies tailored to your unique circumstances, we’ll work with you to build a plan designed to help you Plan for More™ — today and in the years ahead.


Connect with an Advisor 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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