Client Login

Home » Client Login

The Moneco Client Portal is the one stop shop to view your accounts, financial plan, and document vault.

Account Access

Login for LPL’s Account View to view your balances, transactions & statements.

Login to Charles Schwab to view your balances, transactions & statements.

Login to BNY Pershing to view your balances, transactions & statements.

Login to Fidelity to view your balances, transactions & statements.

Financial Planning Access

Login for MoneyGuidePro for those clients that do not use the MONECO Client Portal.

Login to eMoney to view your balances, transactions & statements.

Login to RightCapital to view your balances, transactions & statements.

Questions?

Visit Our Team Page if there is a Moneco team member you would like to contact regarding your accounts; or if you have questions regarding account access, call 203.319.3550.

Thank you!