Your Financial Life. Connected.

Welcome to Schwab Alliance, your secure digital gateway to view and manage the accounts we oversee for you. Through this dedicated portal and mobile app, you can easily track your portfolio's performance, view statements, and safely authorize fund transfers or account updates with just a few clicks.

Definiti handles the behind-the-scenes coordination and reporting that keeps independaent employer retirement plans running smoothly. This is where you can find your online account access if your plan is part of the Definiti TPA network.

Your life is bigger than your portfolio — your financial plan should be, too. Included with your Galeon relationship, the eMoney dashboard connects all your income, expenses and investments so you can see the big picture. Together, we’ll plan for college, weddings, travel, healthcare, insurance, and your legacy with the flexibility to adapt as life unfolds.

Sign in to your Envestnet client portal to review the portfolio information and reports available for your accounts. Our team can help you confirm access and discuss what you see.