Clients sometimes ask where to view different parts of their financial picture. Because accounts may be held across multiple institutions, the links below provide direct access to the platforms used to view accounts, documents, and financial planning information.
In most cases, the eMoney portal provides the best overall view, since it aggregates many accounts and integrates directly with your financial plan.
To make accessing your information easier, most clients use the following structure:
1. Start Here — Your complete financial picture
2. Investment Accounts — Brokerage and custodial portals
3. Insurance & Annuities — Policy and contract access
Your primary financial dashboard. eMoney aggregates many accounts and integrates directly with your financial plan, allowing you to view your full financial picture in one place.
Most clients will find everything they need in the eMoney portal above.The portals below are provided for accessing specific accounts when needed.
Access brokerage and advisory account information, statements, and related documents.
Access certain investment accounts, statements, and custodian reporting through Pershing.
View annuity contract details, statements, and service information through Nassau's client portal.
View annuity contract details, statements, and service information through MMA's client portal.
View annuity contract details, statements, and service information through Knighthead's client portal.
View annuity contract details, statements, and service information through Pacific Guardian client portal.
View annuity contract details, statements, and service information through Oxford's client portal.
View annuity contract details, statements, and service information through LFG's client portal.
Insurance and annuity accounts are maintained by the issuing company. If you are unsure which portal applies to your account, please contact our office and we’ll be happy to point you in the right direction.
When you link to any of the websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you assume total responsibility for your use of the sites you are visiting.
