Client Account Access
Your Account Access Made Easy
Bleakley Financial Group partners with premier providers throughout the financial services industry to provide a broad range of support and value-added services for your benefit. Our partners are industry leaders in their disciplines, which include custody, account maintenance and reporting, and account aggregation services. By clicking on the appropriate service provider link below, you will be redirected to a secure log-in page to access your personal account information.
eMoney is an innovative web-based financial software system providing account aggregation capabilities, 24/7 access to financial accounts, statements and reports, and an electronic vault for storing important documents. eMoney Advisor provides leading-edge technology that, when combined with the advice and expertise of a trusted advisor, delivers an unmatched wealth management experience.
LPL AccountView is your 24/7 online portal for account activity and paperless statements. LPL Financial is the nation’s largest independent broker-dealer as reported in Financial Planning magazine, 1996-2014, based on total revenues.
Pershing’s NetXInvestor® is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more. Pershing is one of the world's leading providers of execution, custody, financing and business management solutions to help advisors manage their businesses efficiently and serve their clients effectively.
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products with 24/7 access through the Customer Care Center, including Schwab brokerage accounts.
Your Everplan is a complete archive of everything your loved ones will need should something happen to you. Securely store wills, passwords, funeral wishes, and more in your own secure and shareable vault.