For active clients
Your toolkit, one click away.
Direct links to the tools we use with you. Sign in to each with the credentials you already have. New to one of these and not sure how to get in? Let us know and we’ll set you up.
eMoney
Your financial plan, secure document vault, and account aggregation in one place.
Schwab Alliance
View your Schwab accounts, make simple updates like address changes, and digitally approve forms.
GReminders
Self-schedule meetings with your Merino Wealth team.
Knudge
View, complete, and reschedule the action items assigned to you.
AdvicePay
Secure billing portal for planning fees, invoices, and recurring payments.
Monarch Money
Link accounts to track cash flow collaboratively with your Merino Wealth team.
Need a hand?
Trouble signing in, missing access, or not sure where to start? Email hello@merinowealth.com or call (312) 809-1109.