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Chicago Office

350 N Orleans St,

Suite #9000n
Chicago, IL 60654

Client Links

Client Links 

The links below will help you stay on top of your financial plan, receive advice, reach out for advice and collaborate ongoing with Sterling Edge Financial. 

Book a Meeting

Book a Meeting

Schedule Time to Meet 

Book a Meeting Here
Knudge Action Items

Knudge Action Items

Link to Financial Planning Action Items

Login Here
eMoney

eMoney

Personal Financial Management Platform

Log Into eMoney
Secure Profile Update

Secure Profile Update

Update Contact Information

Log into Redtail Capture
SEI Private Trust

SEI Private Trust

SEI Private Trust 

Log into SEI Connect
Cambridge Investment Research

Cambridge Investment Research

CIR Statements

Access Consolidated Statements
AssetMark

AssetMark

Online Access to AssetMark Accounts

Log Into Assetmark
Wealthscape NFS

Wealthscape NFS

Log Into National Financial Services Accounts

Log Into Mystreetscape
CNL Strategic Capital

CNL Strategic Capital

Updated Information about CNL Strategic Capital and Tax Documents

CNL Tax Documents
MDS Energy Development

MDS Energy Development

Updated information about MDS and Tax Documents

MDS Energy Tax Documents
Braemar Preferred Stock

Braemar Preferred Stock

Investor Links to Preferred Stock

BHR Investor Links
CIM

CIM

Investor Links to CIM Interval Fund and Preferred Stock Offering

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