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Client eMoney Portal

eMoney is our state of the art, fully integrated financial planning software system. All financial planning clients are eligible to participate in our single-access point, integrated software. This web-based, highly secure solution allows clients to view all their accounts from one central location. The tool updates each account automatically on a daily basis. In addition, clients have the opportunity to upload private documents such as wills, trusts, insurance policies, deeds and more to your own secured on-line vault.

Access Your Portal


Log into Pershing for access to your Cetera account. On the Login page, the Financial Organization Number is 157

Access Your Account

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