Two places hold your information. Your accounts live at Schwab, and your plan lives in eMoney. Both are yours to look at whenever you like.
Your data security is of utmost importance to us. We add layers of security wherever possible and continually review options to improve. We will never email you a link to sign in and ask for your password. If something claiming to be from us does, don’t use it. Come here instead, or call (612) 234-1122.
Your accounts are held at Schwab. Sign in there to see balances and holdings, move money, and download statements and tax forms.
Sign in to Charles Schwab (opens in a new tab)Address: client.schwab.com
Your planning portal. Sign in to see your projections and planning we have done together. Please remember that balances on this page are not real time, and may be delayed by 1-3 business days. See the Charles Schwab link for real-time balance information.
Sign in to eMoney (opens in a new tab)Address: wealth.emaplan.com