DiversiFi Capital
Client Resource Center

Get Started with the DiversiFi Capital Resource Center.

The Client Resource Center is a client-facing one-stop shop for ongoing resources and up-to-date information to help you through your journey with DiversiFi. We recommend bookmarking this landing page for quick access.

Within the site you will find:

• The latest Weekly Market Update (updated each Friday evening)

• Passive Investment strategies

• Financial Education, including a page for Financial Terms & Definitions, and more than 10 pages, each dedicated to a specific topic (such as Taxation, Equity Compensation, and more)

• FAQs and How To's that provide steps to complete tasks such as Scheduling an Appointment, Uploading Documents, etc.

To access the Client Resource Center, you must be a client of DiversiFi Capital. You will be prompted to log in with your Google Suite (Gmail) credentials, just as you already use to access your Financial Planning Workbook. If you are experiencing issues logging in, please double-check that you are using the same email address & credentials that you use to access your Financial Planning Workbook. If you are still experiencing issues, please click the button below to reach out to our team.