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Account Access

Schwab Alliance Custodian Website

  • Direct link to our custodian with the highest level of security.  Here you can view accounts and balances, download statements and tax reports, verify wires, sign and approve electronic forms, move money between accounts, and update your address.

Tamarac Performance Portal

  • Here you can access the current investment performance of your managed assets, track your holdings, view your year-to-date gains, and retrieve your performance reports that are uploaded to your vault quarterly.

eMoney Planning Website

  • For our financial planning clients, you can view your current Financial Plan, including a balance sheet, cash flow, income tax and retirement projections.  You can also link, and view accounts not held or managed with Weaver Capital to get a full picture of your financial situation.