8150 North Central Expressway, Suite 500
Dallas, TX 75206 (Directions)
(214) 265-1201 (877) 959-8400

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As a dedicated professional, you need resources to analyze your clients’ financial situation and develop, recommend and implement appropriate solutions. Our Financial Advisor Website provides you with a centralized location for accessing the tools and information you’ll need most. From client account access to requests for case assistance, everything you need is at your fingertips on the Financial Advisor Website. 

Comprehensive Reporting and Account Reference

FA.1stGlobal.com

Form and Tool Center

Form Wizard

Financial Operations Review Report

Customer Service Home Page

Insurance Gear

Streetscape

Morningstar Advisor Workstation  [Close]

Morningstar and 1st Global have partnered to bring you the cutting edge investment planning application Morningstar Advisor Workstation. This application is indispensable to all advisors offering fee-based advisory services. It enables you to work on all of your core daily tasks from a single web-based application, and is designed to help you work smarter and more effectively.