Financial Services clients have access to consolidated reporting through our portal website, hosted through eMoney. Through this website, you can view the balances of the accounts that we manage, as well as link outside accounts (such as a bank account or credit card) to create a more thorough picture of your financial world. If you have completed a financial planning engagement with us, you can also access reports based on the data that we built together.

If you already have a financial services portal website, you can access it using the button above.

If you have not yet logged into your portal, please email Aimee Cummings at acummings@alliedfinancialservices.com or Tim Brown at tbrown@alliedfinancialservices.com so that we may send you the invitation. We are also able to help if you have lost access or need your password reset.

There is no eMoney app, but you can bookmark the site on your phone or tablet for easy access. If you need assistance, let us know. Please note that this portal is for viewing balances—tax forms and statements are not available in eMoney.