Client Financial Portal


Bookmark this Client Portal page!

Access your financial accounts at TD Ameritrade and Charles Schwab anytime, by logging in to their secure client portals.

View and update your Personal Financial Website, using eMoney Advisor.

If you do not have a Personal Financial Website yet, contact an EKS Associates advisor to get set up.

Are you a new client? Download the EKS Associates Fact Finder in preparation for our first meeting.

View your TD Ameritrade accounts

Log In to Secure Portal

View your Charles Schwab accounts

Log In to Secure Portal

Track your spending and investments in your Personal Financial Website 

NEW USERS, contact an advisor to get set up

Login

Download the EKS Associates Fact Finder

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