Client Login
Account Aggregation Portals
EMONEY
Your Ensemble eMoney portal contains information about your finances such as assets, liabilities, net worth, budgets and spending. It can also facilitate the aggregation of your accounts regardless of where they are held.
CIR Statements
CIR Statements (powered by Albridge) provides detailed performance information about your accounts. Contact your advisor for more information on whether this portal is available for you and how to access.
Client Login
Custodian Sites
A custodian is a financial institution that provides recordkeeping and holds client securities for safekeeping in electronic and physical form. Logging into the custodian’s platform is often best practice for accessing statements, effecting transactions or electing e-delivery.
WEALTHSCAPE INVESTOR
National Financial Services/Fidelity Custody & Clearing (NFS/FCCS) Account Login
