Welcome to your EQ client access page!  We are grateful for the opportunity to serve you and for the confidence you place in us.  Please let us know if you need help accessing any of the following links. 


The links provide access to websites hosted by services providers and custodians that provide performance reporting on your investments, visibility on your overall financial plan, and direct access to your account custodians.

Financial Planning Website


Accounts Held At Fidelity


Portfolio Reports

Accounts Held At Pershing and Charles Schwab


Charles Schwab

Portfolio Reports

As a matter of required disclosure, the information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the web sites you are linking to.