Client Login & Resources
Where Can I See the Whole Picture?
eMoney for Easy Planning
eMoney a commercial platform for financial planners that allows clients to see their whole financial picture in one place. Through eMoney and other processes, it is easy to track the impact of your financial decisions. eMoney’s online encrypted storage and efficient user interface make wealth management simple and straightforward. Click here to view a step-by-step eMoney set-up and user-guide.
Centralize your finances
Easy to use cashflow & budgeting tools
Securely share documents and information
How is My Money Performing?
Albridge/OneView
Albridge provides individual and consolidated reports covering performance, asset allocation, holdings analysis, transaction, and benchmarking. Albridge delivers a single, comprehensive view of all of your investments with Emerald City Fiduciary Group.
Track portfolio performance
Custom reporting
Benchmark analysis
Where is My Money?
Financial Custodians
Once your account has been opened with Emerald City Fiduciary Group (ECFG) your investments are housed with one or more specialized financial institutions called custodians. The following is a list of ECFG’s most commonly used financial custodians. Each custodial company provides online access to clients to view and monitor their investments.
American Funds
Pershing/NetXInvestor
Charles Schwab
Franklin Templeton
Invesco
Need Help?
Our team is here to assist you. Please contact us if you need help setting up or accessing your online accounts, resetting username/password, or have general questions about the programs.