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Client account access

The eMoney Advisor portal is simple. It unites your entire financial picture into one private, personalized dashboard that makes organizing and planning your financial life easier. For you, this means a secure financial website to house all your financial information. For us, this means highly customized and accurate investment plans that update in real-time. And for all of us, it means a more collaborative wealth management experience. 

The security of your identity and the privacy of your documents is of utmost importance to us. We have partnered with ShareFile, a high-grade data-encrypted, cloud-based storage system where you can easily access your documents. ShareFile facilitates the sending and receiving of files electronically. You will no longer need to fax, mail, or email confidential information.

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