Client Access

Planning

Performance Portal


The Edge Client Portal is a secure and convenient online portal, accessible from any of your devices, that keeps you connected to your Edge Advisory Team and information relevant to the investment portfolio that has been customized for you.  We will leverage this portal to securely share up-to-date portfolio details specific to your objectives including asset allocation, holdings, transaction details, and other important analytics.  We also use this portal to provide quarterly and ad-hoc reports that are meaningful to you.

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Planning Portal


eMoney lets you easily add, personalize, and track progress towards your unique financial goals. The eMoney platform includes a number of spending and budgeting tools as well as a secure document vault with unlimited storage for all of your important files and records.

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Custodian Portals


Pershing’s NetX Investor

NetX Investor provides up-to-date online access to your brokerage account information. NetX Investor enables you to:

  • View account statements, trade confirmations, and tax statements online through eDelivery
  • Get instant access to balances, portfolio holdings, account activity, tax information, and more
  • View a comprehensive account summary at a glance—right from the home screen
  • Pay bills via single sign-on to Bill Suite™
  • Access quotes and news from leading sources, plus research on thousands of stocks, options, and mutual funds

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Schwab Alliance


Schwab Alliance provides up-to-date online access to your Schwab brokerage account information. Schwab Alliance enables you to:

  • Mobile check deposit
  • Electronic signatures on most forms
  • Electronic approval for money movements such as transfers to your bank account
  • Change your address
  • Bill payment, if applicable
  • Opt for electronic statement and confirmation delivery to reduce the paper you receive in the mail
  • See account history and balances
  • Access monthly/quarterly statements
  • Access tax documents

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