Client Portals

•Mobile App
•Real time Values
•Cost Basis
•Tax Documents
•Money Movement
•Open/Close Accounts
•Form eApproval

Login to Schwab

•Online Secure Storage
•Financial Planning Reports
•Account Aggregation
•Net Worth Statement
•Budgeting & Spending Tracking (Private or Shared)
•Single Sign on to Tamarac
•Household Asset Allocation Summary Reporting

Login to Tamarac

•Mobile App
•KB Report Distribution
•Online Secure Storage
•Values as of Previous Market Close
•Historical Data Since Inception
•Performance & Asset Allocation Reports
•Data Exporting Available

Login to eMoney