Client access
Your financial life, in the right place.
Choose the secure portal that matches what you need. Each link opens the provider’s website in a new tab.
Investment accounts
Altruist
View investment accounts, balances, holdings, transactions, and custodial documents.
Financial planning
eMoney
Access your financial plan, linked accounts, reports, and shared planning information.
Use your existing portal credentials. 3rd Level Wealth will never ask you to send a password through this website.
Need help?
Not sure which portal to use?
Contact 3rd Level Wealth if you need help choosing a portal or accessing your account.