Client Login

Securely access your accounts anytime, anywhere.

WealthLink

WealthLink is a secure, personal financial homepage that provides you with a consolidated view of your entire financial picture. This intuitive user interface allows you to monitor your investments, measure your Net Worth, and track spending habits.

Access WealthLink

Schwab Alliance

Schwab Alliance provides convenient access to tax documents, monthly statements, and trade confirmations generated by your investment accounts held at Charles Schwab & Co. This link also allows you to elect for paperless delivery of all account documents.

Access Schwab Alliance


If you have forgotten your login information or need any assistance, please email discovery@teamefg.com or call our office at (847) 413-8545.

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved