Client Login
Your Information Anytime You Need It
Stay connected to your financial world anytime. Our secure online portals give you 24/7 access to your financial plan, investment accounts, and important documents, all in one place.
Your Financial Planning Portal
Use your personalized eMoney Client Portal to view and manage your complete financial picture in one secure location.
Key features include:
Comprehensive dashboard showing all your assets, liabilities, and accounts
Secure document upload and encrypted messaging with your advisory team
Account aggregation for outside accounts
Delivery of personalized financial plans and progress tracking
Your Schwab Account
Log in to your Schwab account for real-time updates on investment activity.
With Schwab.com, you can:
View account balances and positions
Monitor transactions and download monthly statements or tax documents
Set up account alerts and access research and market insights