Client account
Open your two client tools, continue a saved draft, download your own PDF, or manage your website account.
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This account is for this website only. It lets you save and resume the forms on itagfin.com. It does not give access to the investment transaction platform. That is a separate third-party platform with its own login: go to the investment platform login.
The two tools are separate. Each saved form is stored encrypted with your account. It is not shown in our staff area, and you can delete it at any time.
Your own record of income, expenses, assets, loans, investments, insurance and goals, in nine steps. An organisational tool, not investment advice.
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Finish the form to see the on-screen report.
Delete everything you saved in Your Financial Journey? This cannot be undone.
Gathers the information needed before a Will is drafted, in eight steps. It is not a Will and is not legal advice.
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Finish the form to see the on-screen report.
Delete everything you saved in Will Preparation Assistance? This cannot be undone.
This choice is optional and does not affect your account, your saved forms or any enquiry. Account emails such as email verification, password reset and deletion confirmation are sent either way.
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Consent to save a form ends when you delete that draft. The Terms of Use and Privacy Notice acknowledgement is part of having an account and cannot be withdrawn on its own: to withdraw it, delete your account below. Each record holds only the purpose, the dates, the notice version and where the choice was made. See the Consent & Data Protection Notice.
Changing your password logs you out on your other devices.
This permanently deletes your website account, your saved Financial Journey and Will Preparation drafts, your consent records and all active sessions. It cannot be undone. We send one confirmation email afterwards. Details are in the Account and Data Deletion Policy.
Deleting this website account does not affect any investments or your login on the separate investment platform.
