Trek Client Portal
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.