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Account Access

eMoney

Personal Financial Management

Use eMoney to view and manage your accounts from anywhere, anytime, through one secure, interactive portal, as well as create a personal “digital wallet” to safeguard your most important personal documents, such as passports, wills, deeds, tax files, and other legal documents. Password required.

 

ShareFile 

Secure file sharing 

View your consolidated account statements using our powerful, online tool that allows you to retrieve important financial files—quarterly statements, tax returns, and more—as well as upload files to share with us. The program also supports eSignatures to simplify the task of signing important documents. Password required.

FTJ FundChoice 

Account Access

View your recent account activity and current balances via FTJ's secure portal. Password required.

 

Schwab SA 

Account Access

View your recent account activity and current balances via Charles Scwab's secure portal. Password required.

TD Ameritrade 

Account Access

View your recent account activity and current balances via TD Ameritrade's secure portal. Password required.

SSG Institutional 

Account Access

View your recent account activity and current balances via Charles Scwab's secure portal. Password required.

 

 

Contact Us

4299 MacArthur Boulevard
Suite 100
Newport Beach, CA 92660
Phone: 949-477-4990
Fax: 714-464-4481
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lauren S. Klein, President, Klein Financial Advisors, Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Read More >