At Talarico and Associates, we allow our clients the flexibility to choose when and how to view their accounts. We offer two access points for our clients.

Talarico and Associates: This client portal powered by eMoney is designed to be the go to site for our clients to see their entire financial picture in one place. It is also used as our financial planning tool for those clients that we have a financial planning relationship with.

 

Wealthscape: Wealthscape is a detailed account monitoring service for assets held within National Financial Services LLC ("NFS") brokerage accounts. Clients wanting easy online access to their NFS account information are only a few minutes away from registering with Wealthscape. Once registered, clients will have access to live-updated NFS account information, including their electronic statements and tax information.

Watch this video on how to enroll in Wealthscape: (best viewed in full screen)