eMoney Client Portal
Scottsdale Wealth Planning‘s eMoney Client Portal provides a secure, up-to-date window into your entire financial world, accessible to you anytime, anywhere over a secure internet connection or mobile device.
- Connect all your accounts and financial information for an organized, consolidated view.
- Monitor and explore your portfolio.
- Easily track your spending and progress toward your goals.
- Improve your financial literacy.
- Securely store financial, estate documents and more.
LOG IN TO YOUR EMONEY CLIENT PORTAL HERE.
Additional Resources
Your security is our priority. Watch the video below to learn how safe your personal financial website really is.
Download a full copy of the eMoney Client User Guide HERE.
Schwab Alliance
Schwab Alliance provide on-demand access to important account information and documents, but it also allows you to securely and quickly manage account details.
Identify your Values
Begin the Values Cards exercise HERE.