The eMoney client portal may contain information about your finances, such as: assets, liabilities, net worth, budgets, and spending. Also, your portal can facilitate the aggregation of information regarding all of your accounts, regardless of where they are held.
The Orion Performance client portal contains detailed performance information about your accounts. Access to this portal is by special circumstances.
A custodian is a financial institution that holds clients' securities for safekeeping in electronic or physical form. We utlize two custodians, generally Fidelity for non-Trusts and Schwab for accounts Trail Ridge Trust Company is trustee.
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