Secure, 24/7 access to your financial plan, investment accounts, and complete balance sheet — through two dedicated client portals.
Financial Planning Portal
eMoney
Your Complete Financial Picture
A consolidated view of all your financial accounts — including your Balance Sheet, Net Worth Statement, detailed holdings, cash flow, and your living financial plan — all in one secure location. Available 24/7 from any device.
Custodian Account Access
Log In to Your Investment Accounts
Access account statements, transaction history, and tax documents directly through your custodian. Log in to the platform that holds your accounts.
LPL Financial
Access your accounts through LPL Account View — statements, balances, and tax documents.
Charles Schwab
Access your accounts through the Schwab Alliance client portal — statements, balances, and tax documents.
Altruist
Access your accounts through the Altruist client portal — statements, balances, and tax documents.
Your portals are protected by bank-level 256-bit encryption. Miller Wealth Management will never ask for your login credentials via email or phone. If you receive a suspicious communication, contact our office directly.
Not Sure Which Portal to Use?
If you’re unsure which custodian holds your accounts, or you need help with first-time setup, our team will get you sorted quickly.