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Account Access

Wealthscape Investor

Client Investment account access to view holdings for Fidelity and National Financial Services accounts. This also includes your monthly, quarterly and tax statements for each.

Login to Wealthscape

eMoney (for our planning clients)

Take control of your personal financial management with eMoney.  This website makes it easy to manage both your wealth and well-being.  This site is for our planning clients.

Organize. Monitor. Collaborate.

  • Connect all your accounts for a consolidated view of your entire financial picture.
  • Interactive charts and detailed views help monitor all of your accounts
  • Safely store your most important financial documents in the vault
  • Track your spending and set a budget to help reach your savings goals
  • See if you're on target to reach your most important goals with different modeling scenarios
  • Mobile device accessible to view your complete financial picture from anywhere

Interested in access to this?  Please contact our office for an appointment by calling 941-366-2827. 

Login to Emoney

OmniSource Reporting

OmniSource allows you to view your consolidated account reports and performance.

Login to OmniSource

ADP 401k Retirement Plans

If you are a participant in an ADP 401k plan, you can access your account and make investment changes 24 hours a day, 7 days a week.

Login to ADP - 401k

American Funds (Individual, 529, Simple IRA)

Do you have funds held at American Funds? You can access your account using the link below. 

Login to American Funds (not 401k retirement)

American Funds –  401k

If you are a participant in an American Funds 401k plan, you can access your account and make investment changes 24 hours a day, 7 days a week.

Login to Amercian Funds - 401k

AssetMark

Do you have funds held at AssetMark?  Use the link below to view your account.

Login to AssetMark

Goldman Sachs Private Banking Solutions

Goldman Sachs Private Bank Select is a securities-based lending solutions using your non-retirement investment assets as collateral for your loan. This digital platform allows you to quickly and seamlessly establish a revolving line of credit, providing easly access to liquidity.   Use this link below once established to link to your bank, to borrow funds, and to make repayments.

Login to Goldman Sachs Private Banking

Lincoln Life & Annuity

If you are the owner of a life insurance, Money-Guard long-term care, or variable annuity contract from The Lincoln National Life Insurance Company, you can access your account and make investment changes 24 hours a day, 7 days a week.

Login to Lincoln National Life

Lincoln  401k

If you are a participant in a Lincoln 401(k) or Pension plan that uses the Lincoln Director VARIABLE ANNUITY, you can access your account and make investment changes 24 hours a day, 7 days a week.

Login to Lincoln - 401k

Empower Retirement - 401k (formerly Mass Mutual)

If you are a participant in an Empower (formerly Mass Mutual) 401k plan, you can access your account and make investment changes 24 hours a day, 7 days a week.

Login to Empower-Mass Mutual- 401k