Click the button below for AssetMark’s client access site: eWealthManager.com. This site provides access to account information, statements and regulatory materials for accounts custodied at AssetMark Trust.
For 401(k) plans provided by AssetMark Retirement Services, please click the login button below:
Click the button below for Charles Schwab’s client access site: Schwab Alliance. This site provides secure access to account information, statements, tax documents, and service requests for accounts custodied at Charles Schwab.
E-Money provides our clients the ability to view all of their accounts (investment, banking, credit cards, etc) all in one central place. In addition, we use it to create customized financial plans for our clients that are stress-tested and can be dynamically updated.