Client Account Access
Choose the account you wish to login to and you will be taken to an external site of an unaffiliated third-party.
Financial accounts, portfolio performance, and secure document file vault.
Financial planning and retirement tracking.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
Fidelity Investments ("Fidelity") is an independent company, unaffiliated with TruWealth Advisors. Fidelity is a service provider to TruWealth Advisors. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 977263.1.0
Charles Schwab & Co. Inc (“Schwab”) is one of the brokerage firms that we use to custody our client’s assets. Schwab and TruWealth Advisors, LLC are unaffiliated firms and are not responsible for each other’s services or policies. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab. Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.
Fidelity Investments ("Fidelity") is an independent company, unaffiliated with TruWealth Advisors. Fidelity is a service provider to TruWealth Advisors. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 977263.1.0
Charles Schwab & Co. Inc (“Schwab”) is one of the brokerage firms that we use to custody our client’s assets. Schwab and TruWealth Advisors, LLC are unaffiliated firms and are not responsible for each other’s services or policies. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab. Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.