The day has finally come! We’re very excited to announce a brand new way for clients to view all of their financial accounts in one, easy-to-navigate dashboard. In the beginning, the Client Portal will feature just your EdgeRock-managed brokerage accounts we transferred to Fidelity. But through secure platform integrations, you will now also be able to link any annuity investments, mortgages, credit cards, and any third-party accounts not managed by EdgeRock. This allows you to see everything, your entire net worth—all in one place.

• Check your balances
• View historical performance (for EdgeRock accounts)
• See where your accounts are invested
• Link spouse or other accounts in your household

This portal also provides secure backup cloud storage for important documents, such as wills, trusts, and directives. It’s also a great place to keep items like certificates of deposit, marriage licenses, and other legal documents. Want to scan and send something securely to EdgeRock? This portal is also a great way to send sensitive information to our team members.

How you do log in?

1. Check your email. You will receive an invitation
2. Click through the link and set up login info
3. And you’re good to go!

Where do I access the Client Portal going forward? Great question! See below:

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You will access the Client Portal the same way you did before. Go to www.edgerockwealth.com and click the “Client Login” link in the corner.

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The Client Portal login screen will look like the image below. Enter your username and password to get to the portal home screen.

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Your home screen displays an overview of all connected investment accounts. To view more detail, click “see more” or click to the corresponding tab on the left navigation bar.

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We have created a default dashboard for you. If you would like to create a custom dashboard, you can select the dropdown menu in the top-right corner and select from a variety of objects to

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You may securely store digital documents within this portal, both personal files for back-up and items you would like to safely share with EdgeRock. These items might include: Passports & ID cards, wills, trusts, directives, certificates of deposit, legal documents, and reports for later reference.

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Lastly, you may also connect any third-party accounts to this portal using the secure direct connections. You can link bank accounts, annuities, or any other brokerage accounts. This will allow you to view all of your assets in one simple, easy-to-navigate dashboard.

1. Click the “Accounts” tab in the left-hand column
2. Select blue “Add Account” button in the top-right-hand corner
3. Select the “Link an Account” option from the dropdown

You will see the prompt below. The screen suggests a couple of common options. These are not your only options. (Remember: There are over 17,000 institutions that can link to this portal.) Use the search function highlighted below to find the company you’re looking for.