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900 Canterbury Place Suite 340 Escondido, CA 92025
(760) 658-8780
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Client Resources

<strong>Secure File Upload</strong>

Secure File Upload

We use OneDrive to send and receive files securely. If you need to send us statements or any other paperwork that contains sensitive information please click below to upload.

<strong>eMoney Client Portal</strong>

eMoney Client Portal

eMoney is a planning tool we use to consolidate all the different accounts you may have: checking/savings accounts, high yield accounts, retirement accounts, health savings accounts, etc.

If your advisor has already set you up with a log in for eMoney please click below to sign in to your account. If you do not currently have log in information please contact your advisor to get that set up.

<strong>Schwab Login</strong>

Schwab Login

To access the online Schwab portal, please click below. If you do not currently have online access to your Schwab accounts please contact Amanda to get this set up.

Having online access to your accounts allows for faster processing of many different transactions: new account opening, money movement, and account maintenance.