Client Login

Trek Client Portal

Access to all of your investment accounts that are with Trek Financial. Learn More

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Schwab Client

Access to your account information online, including status of requests, transaction approvals, and check deposits. Learn More

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Personal Financial Homepage

Your personal financial website (eMoney dasboard), gives you access to your account organizer, budgeting tools, eVault, and more.

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Digital Investment Platform

If you are using our digital investment platform (Betterment), your login will give you access to your account. Learn More

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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.

Visit the Client Learning Center
Trek Financial Client Learning Center

We would appreciate the opportunity to answer your questions.

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Helping our community with full service retirement and investment solutions.

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Disclosure

Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.

*We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management. Trek 24-104