Skip to content

Client Portal

Login


How to Access Your New Requests


1. Log In to FieldGuide  

Visit app.fieldguide.io and sign in using your credentials. If you use Single Sign-On (SSO), access the platform through your organization’s SSO portal. For assistance with login or multi-factor authentication (MFA), please refer to our support documentation or contact us. 

2. Navigate to the Requests Page

Once logged in, locate the “Requests” page from the main dashboard. This page displays all requests assigned to you, including new ones. Use filters (e.g., Open, In Progress) to prioritize tasks. 

3. View and Respond to Requests  

Click on an individual request to view details, upload required documentation, add comments, or update the request status. Ensure all uploads are complete and accurate to keep the audit process on track.  


Need Help?

Download Steps Here

We’re here to ensure a smooth experience.

If you have any questions or need assistance navigating the platform, please don’t hesitate to reach out. 

Contact Sanville & Co. | Operations Specialist Michael Hartgraves mhartgraves@sanvilleco.com

or 

View FieldGuide Support Articles here: https://help.fieldguide.io/en/

In This Section

Subscribe to our newsletter to receive news, updates, and valuable tips.

Servicing over 350 clients across multiple industries within the financial sector:



A financial plan's true value comes with its implementation. Let us help you attain financial freedom by requesting a consultation. Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.

Request A Meeting