Broker Check

Client Links

Book a Meeting

Have a quick question?  Need to schedule an annual review?  Use the link above to find time on our calendar to connect.  

Schedule an Appointment

Emoney Platform:  Access Financial Planning

Emoney is your secure online platform to collaborate in real time.  See your progress and find copies of reports and written advice we generated to support our financial planning engagement. 

eMoney Login

Client Profile

Change is always constant.  Small changes, big changes, planned and unplanned.  Use the secure link provided to update important information on file.  Change or update your mailing address, email address, phone number, employer information, beneficiaries, family members and more.  

Update Your Client Profile

Investment Risk Profile

Keeping your investment risk profile updated regularly will help us provide investment advice specific to your financial planning needs and emotional capacity for risk. We will reach out to update your risk profiles periodically.  You are also welcome to update your risk profile at anytime.  

Risk profile update

CIR Statements

See all your investment accounts managed by Sterling Edge Financial. 

Access Your Statements

AssetMark

Access to AssetMark accounts, statements and tax documents

AssetMark

SEI Private Trust

Access SEI Private Trust statements and tax documents

SEI private trust