Client Login

Client Login for Financial Accounts

We offer three online platforms for our clients to view your financial accounts.

Please click the eMoney Advisor, Charles Schwab and/or the Client Portal links to access your account(s).

• eMoney Advisor – Consolidates all of your accounts held at Charles Schwab and any outside financial accounts for comprehensive planning and budgeting.
• Charles Schwab – Gives an overview of all of your financial accounts held at Charles Schwab.
• Client Portal – Allows clients to access any electronic documents from Kavar as well as a dynamic reporting feature including detailed asset allocation report, gain/loss information, account & position performance summary, portfolio yield and much more.

Disclaimer: This web page includes links to third party sites. These links are provided solely as a user service and should not be viewed as an endorsement of another web site or company. We are not responsible for the content or accuracy of such third party websites. If you choose to visit other web sites, you do so at your own risk.