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Arlington Office

2439 North Rockingham Street,

Arlington, VA 22207

Technology

Client Account Access - Client Portal

Your Avantax Client Portal is the first place to visit when you want information about your accounts.  The Portal allows you to view your current account balances, look at individual positions/holdings, review beneficiary settings and access key documents such as your statements, advisory reports and tax documents.  In addition, you can use the file sharing features to store key financial documents and exchange files with your advisor.  You can also access the eMoney planning tool from within the Client Portal making it your one-stop shop for everything around your relationship with Avantax.

Click here to access the Client Portal login page: https://clientportal.avantax.com/

Client Account Access - eMoney

Your eMoney Advisor® ("eMoney") portal is a wealth management platform that allows you access to monitor account activity, track your progress toward goals, evaluate spending and much more.  This solution helps provide you a clear picture of how well you are positioned to reach your goals and gains you access to a unified real time view of your financial portfolio.

To access your eMoney site, logon to the Client Portal (above) and click on the eMoney panel - you will be taken directly to eMoney without needing to sign in separately.