Welcome to the Client Connect page. Whether it's logging into an investment account or reviewing disclosures, this is a space you can find the information you need, whenever you need it.
If you are unable to find what you need, please email us at service@Tolerfg.com or call 301-825-8705
Technology Help - Existing Clients
Your Personal Financial Website
Your personal financial website (eMoney) allows you to view all of your financial information in one place. Your financial advisor will work with you to keep this website up to date so that we can track the progress of your financial situation.
Wealthscape Account Portal
Wealthscape grants you access to all of your accounts with us and provides you with account balances, positions, as well as access to statements and tax documents.
Account Performance & Statements
CIRstatements.com is where you can access performance reports for your accounts with Toler Financial Group. You will receive a quarterly emails prompting you to review your updated performance report.
More Written Guides
Worksheets, Checklists, & Other Tools
Find us at our office!
1100 Wayne Ave Suite 670 Silver Spring, MD
Send us your questions!