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.
- Personal Financial Website Overview - Learn more about the features available on your personal financial website in this short video.
- Website Registration Process
- Linking Accounts- Here is how you can add an outside account like your bank or credit union checking or savings account.
- Best Practices: Categorizing Your Expenses
- Client Instruction Guide: Budgets & Transactions
Wealthscape Account Portal
Wealthscape grants you access to your accounts with us and provides you with account balances and positions, in addition to access to statements and tax documents.
Portfolio Performance Reports & Statements
CIRstatements.com is where you can access performance reports for your accounts with Toler Financial Group. You will receive quarterly emails prompting you to review your updated performance report.