View Your Account

Integrated Financial Planning's Vision 2020

Integrated Financial Planning Center has the ability for you to view your account with Royal Alliance. This is a brokerage account and it can be in any form. Examples would include, but not limited to IRA's, Regular Accounts, etc.

To view your account, your account number will serve as your user ID (nine digits, no spaces or dashes) and your password for all accounts will be RO and the client’s 6 digit date of birth (MMDDYY) . An example would be RO112746.

If you wish to view multiple accounts please contact us for a form to fill out and submit.

To continue, click on the following:

View Your Account

About Us

1015 Bee Cave Woods Drive Suite 100
Austin, TX 78746

Phone: 512-327-9311 800-374-7041
Fax: 512-327-7071

Amanda@ifp-center.com
Map and Directions

Donald Kuhs, Paul Gardner, and Amanda Dunlap are Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of Texas or other states in which we are licensed. No offers may be made or accepted from any
resident outside the specific state(s) referenced.

Donald Kuhs and Paul Gardner are also separately registered as an investment adviser representative under Integrated Financial Planning Center, a registered investment advisor, offering advisory services in the state of Texas . As such, these services are strictly intended for individuals residing in Texas. Advisory services also offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.