The Advocate Group

Concierge Financial Planning & Investment Management

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Client Login

tag-bridgeeMoney »

Access to the personal financial planning website that was built by your team at The Advocate Group (also known as your “Advocate Platform”).

schwab-logoCharles Schwab »

Access account information and monitor account activity from Charles Schwab.

fidelity-logoFidelity »

Access account information and monitor account activity from Fidelity.

AdvicePay Online Billing »

Access our online billing system.

Need assistance? Contact The Advocate Group at (952) 693-2630 for more information or to receive help with your login credentials.

tag-bridge

601 Carlson Parkway, Suite 1100 • Minnetonka, MN 55305

Phone: (952) 693-2630 | Fax: (952) 693-2631

Copyright © 2025 The Advocate Group, All Rights Reserved.

Investment advice offered through The Advocate Group, LLC, a Registered Investment Advisor.

View our disclosures • Part 2A • Part 2B

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