Client LogIn

Client Portal

(Financial Planning Clients Only)

The eMoney client portal allows financial planning clients to monitor progress towards financial goals, aggregate accounts and track net worth, leverage the eMoney budgeting tool, and access the secure document vault.

Custodian Login

(Investment Management Clients)

Your investments are kept safe at Charles Schwab and insured by the Securities Investor Protection Corporation (SIPC). Log into Charles Schwab to view your current account balance and quarterly statements. 

Payment Platform

(Financial Planning Clients Only)

Advice Pay is an easy, secure, and compliant payment platform specifically built to process financial planning fees. Set up one-time or automatic payments.