Account Credentials

Please enter your preferred username and password.

Personal Information

Please enter your name and contact information.

Access Code

Please enter the access code that was given to you by AssetMark.

User Agreement

Purpose-Based Planning™ Standard Tools, as well as related educational materials and practice management resources, are made available to you at no cost via AssetMark licensing arrangements with Money Quotient®.

As a registered user of the Purpose-Based Planning Standard program, I agree to the following terms and conditions: