Client Login
Access your accounts, documents, and financial information. Need help with access or registration? Our team is here to assist you.
Tax & Accounting
Wealth Management
Financial Planning Portal
eMoney- View or link investment accounts
- Access your financial plan
- View balance sheet and cash flow
- Track expense data
Investment Management
Envestnet- Positions, values, and activity
- Performance reporting
- Quarterly reports
- Market commentary
Custodian Portal
Pershing NetX360- Positions, values, and activity
- Monthly statements
- Trade confirmations
- Tax forms (1099)
Custodian Portal
Charles Schwab- Positions, values, and activity
- Monthly statements
- Trade confirmations
- Tax forms (1099)
Custodian Portal
Betterment- Positions, values, and activity
- Quarterly statements
- Trade confirmations
- Tax forms (1099)
Custodian Portal
Capital Group- Positions, values, and activity
- Quarterly statements
- Trade confirmations
- Tax forms (1099)
Business Management
Financial Reporting & Bill Pay
AgilLink- View financial reports
- Pay bills online
- Review transactions
- Access statements
Online Banking
City National Bank- View account balances
- Transfer funds
- Pay bills
- Download statements
Secure File Upload
ShareFile- Upload documents securely
- Download shared files
- Access document library
- Share files with team
Need Assistance?
If you have trouble accessing your accounts or need help with registration, our team is here to help.