Three ways to access your accounts
We currently offer three ways to access your investment accounts. Account custodians always maintain their own websites, where you can view your values, holdings, and statements directly. In addition, we invest in extra software that gives you enhanced capabilities.
Wealth Management Website
We use eMoney Advisor for your personalized financial management (WMW) website. This site is ideal for aggregating all your financial assets in one place, so you can track your net worth in real time. We also use it to create life plans — once your accounts are connected, the plan updates automatically as their values change. We use eMoney Advisor ourselves to bring together everything in one view: bank accounts, investment accounts, retirement plans, life insurance, mortgages, and other liabilities. We encourage you to watch this video overview and visit the page for more information.
Client Portal
How do you track the performance of your investment account when you are adding and subtracting money? It can be difficult. Your wealth management site tracks the value of your account, but if you make a contribution, the value of the account will rise, which may have nothing to do with the account’s investment performance. Likewise, when money is withdrawn, the account value will decline even though your investments may be making money. In order to accurately track your investments, it is important to be able to track their return net of contributions and distributions. The Advyzon Client Portal does a good job of this. In addition to performance reporting, you will be able to see asset allocation information and access their documents folder where fee statements and other paperwork are stored. Learn more using the link below.
Charles Schwab Alliance Website and Mobile App
Charles Schwab offers an excellent website for viewing the accounts you hold there, and we especially like their mobile app, available in the Apple App Store and Google Play Store. Whether you use the website or the app, you'll have up-to-date information on your account values, holdings, statements, and tax forms. Use the links below to learn more.
Putting it all together
We personally us the sites as follows:
Charles Schwab
View and download statements and tax forms
Quick view of positions and view how investment accounts are doing
Website and mobile App
Learn more using the link below.
Client Portal
Check on account performance
For initial setup, an email will be sent to you with login instructions.
Mobile access
This is just an overview of how you can use the technology. Don’t forget, there are always paper statements.
If you have questions or problems accessing your accounts, please contact us.