Client Portal
Sign in or get started
Enter your email and we'll send you a secure sign-in link. New clients use the same link to create their portal. No password needed.
Client Portal
Enter your email and we'll send you a secure sign-in link. New clients use the same link to create their portal. No password needed.
Setup needed
Add your Supabase URL and anon key to /assets/config.js, then redeploy.
Client Portal
Your 90-Day Credit & Financial Literacy Program at a glance.
Program day
–
Starts after your review session
Total utilization
0%
Target: under 30%
Goals this month
0of 0
Set with you at your review
Next steps
Program milestones
About 10 minutes. This helps us tailor your review. Please don't include full account numbers, SIN or banking passwords.
Upload PDF or image files up to 10 MB each. Request your reports from each bureau's website, then save them as PDF. Files are stored privately in Canada and only you and Counsell Financial can open them. Never upload online banking passwords or your full SIN.
Enter each revolving account's current balance and limit. Utilization is the share of your available credit you're using.
Total utilization
0%
$0 of $0 in use
| Account | Balance ($) | Limit ($) | Utilization | To reach 30% |
|---|
Goals are set with you at your review session. Tick them off as you go.
This month's goals
Action plan
Your enrollment in the 90-Day Credit & Financial Literacy Program.
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Short reads to go with each phase of your program.
Phase 1
Personal information, accounts, inquiries, public records and collections: what each section means.
Phase 1
Why your score varies between bureaus and apps, and why the report underneath matters more.
Phase 2
How balances, limits and statement dates affect what the bureaus see each month.
Phase 2
How to dispute inaccurate information directly with each bureau, for free.
Phase 3
What lenders and landlords typically look at, and how to prepare your documents.
Anytime
A simple monthly plan built around your real income and fixed costs.