Charles Schwab is the custodian where client assets are held. Schwab’s website will have the most up-to-date information on transactions and asset values, and is where you will find tax documents and statements.
Friedenthal Portal Login
The Friedenthal Financial Client Portal is a client reporting application and secure document value. Clients have access to performance metrics updated daily, as of the previous business day’s close. The document vault is a secure way to send and retrieve documents. All quarterly performance reports and billing statements are uploaded to the document vault.
EMoney Portal Login
The eMoney Client Portal is a companion to our Financial Planning services. Clients have the ability to aggregate accounts and track spending, view a personal balance sheet, create a budget, and compare activity to your Financial Plan.