User Login
Access your Generations Financial Planning & Wealth Management accounts through our secure portals.
SEI CONNECT
SEI Connect
SEI Connect provides direct access to your accounts held at SEI. It is updated throughout the day and provides access to your documents. You will be sent an email with your SEI initial login information. To access the site click on the following link.
eMONEY
eMoney
Data aggregation, planning & budgeting site. If you do not have access to this site, please contact us and we will give you your options.
CAMBRIDGE
Cambridge Investment Research Statements (CIR Statements)
CIR Statements aggregates your account information from NFS and other custodians such as Pershing, Trust Company of America, mutual fund and annuity companies. Keep in mind, because of the aggregation from other parties, values and transactions may be delayed a day or two. CIR Statements provides performance and asset allocation information regarding your accounts.
WEALTHSCAPE
Wealthscape for Cambridge Investment Research Customers
Wealthscape provides direct access to your accounts held at National Financial Services. Wealthscape is updated throughout the day and provides access to your monthly statements. To obtain paperless delivery of your statements and confirmations, you will want to subscribe to Wealthscape.
CHARLES SCHWAB
Charles Schwab Client
Charles Schwab Client provides direct access to your accounts held at Charles Schwab. It is updated throughout the day and provides access to your documents. You will be sent an email with your Charles Schwab initial login information. To access the site click on the following link.
The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. 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, web sites, information and programs made available through this website.
Reserve a Confidential Discussion Now
If you are serious about planning for your future, we want to meet with you. We can assess your needs and schedule a meeting.
Preserve and Grow Your Financial Legacy
Your goals deserve thoughtful planning and steady leadership. Let’s build a strategy designed for life, and for generations.