Client Access & Portals

Secure, convenient tools to stay connected

Access your custodial accounts

Schwab Alliance allows you to view balances, holdings, and transaction history for your investment accounts held in custody at Charles Schwab & Co., Inc., a third-party custodian. You can also securely access statements, tax documents, and transfer funds, all while your assets remain held separately from Sterneck Capital Management.

Your complete financial plan in one Spot

eMoney provides a holistic view of your financial plan, including assets, cash flow, goals, and projections. Use this portal to track progress toward your objectives and securely share documents with your advisory team.

Estate planning made simple

Through our partnership with Wealth.com, you can easily organize your estate documents and collaborate with your advisor to ensure your legacy plan aligns with your financial goals. The platform offers guided workflows and secure document storage for ongoing peace of mind.

If you don't already have them in place, use this portal to create your Will, Trust and Power of Attorney documents.

Cash management for modern investors

Flourish provides an FDIC-insured cash management solution integrated with your broader wealth strategy. Use this platform to manage idle cash efficiently while maintaining liquidity and flexibility within your portfolio.