Client Login
Welcome to the Credent Wealth Management Client Portal, where you will find everything you need to log in to your accounts, review your plan, and track your investments.
Credent Wealth Portal
Your one-stop shop for all your financial information. Access your plan, performance, account summaries, statements, and tax documents all in one place.
eMoney (Legacy for Life®)
Access your financial plan with eMoney. Once your account is linked, you can also find this information through the Credent Wealth Portal.
Custodian Logins
Charles Schwab
Access all your Charles Schwab accounts, track your investments, or review your Schwab statements and tax documents.
LPL
Access Account View at LPL to view all your LPL accounts, track your investments, or review your LPL statements and tax documents.