Click the below button for AssetMark’s client access site: 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:

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 can be dynamically updated.