Client Login

Trek Client Portal

Access to all of your investment accounts that are with Trek Financial. Learn More

Schwab Client

Access to your account information online, including status of requests, transaction approvals, and check deposits. Learn More

Personal Financial Homepage

Your personal financial website (eMoney dasboard), gives you access to your account organizer, budgeting tools, eVault, and more.

Digital Investment Platform

If you are using our digital investment platform (Betterment), your login will give you access to your account. Learn More

Client Learning Center

As a client, you will have access to several systems to help you stay organized and connected with your entire financial plan.

The Client Learning Center is a great resource and guide to help with any questions you may have regarding setup or access to your accounts. We provide this resource as a great go-to option however, we are always available to help.

Trek Financial Client Learning Center