Client Portal
Use the links to access your accounts. As a reminder, all TD Ameritrade accounts will be transferring to Schwab by Labor Day Weekend. Schwab purchased TD Ameritrade in 2020 and has been working behind the scenes to make the transition as smooth as possible.
Currently there are no action items required on your part. With this transition to Schwab, please note that your plan and relationship with SPG will not be affected.
Helpful Videos
We utilize the services of Emoney to provide you with a dashboard that contains your personal financial information. Security of the Emoney portal and instructions on how to utilize it are below.
If you have any questions, please do not hesitate to contact us!
Emoney Website Security
How to Access Your Charles Schwab Account
Emoney Personal Financial Dashboard Overview