Smith Financial Services, Inc
Welcome Back
Enter your details to log in securely.
Smith Financial Services-ID is your SSN or EIN
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PLEASE UPLOAD PDF files, NO PHOTOS. 
Use the Notes app on iPhone or the Google Drive App on Android to scan a document

Login Instructions:

Step 1.  Login Selection -  ID (Primary SSN) or your Email

Step 2.  Enter Primary's SSN or Email

Step 3.  Enter Password

For assistance call 508-823-9222



Please do not upload any financial services documents to this portal.  This portal is for bookkeeping and tax use only and not available for investment services use.