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  [Close]

The Customer Service Home Page is your window into 1st Global. Using this page you can request customized investment proposals, create and track service requests, keep track of the documents you send to 1st Global and know when they have been processed and documents in process.

Insurance Gear

Streetscape

Morningstar Advisor Workstation