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Top Client Center Tools

eMoney Personal Client Site

eMoney Personal Client Site

This site is a top of the line planning tool which is accessible to qualifying individual clients in my practice.  This is a personal client website that gives you access to view your assets (even accounts held elsewhere), budgeting tools, the client vault, net worth statement, insurances, education center, a mobile site for your phone or tablet, access to your financial plan and more. 

If you are a client and you are interested in getting access to your site, please let us know and we will be happy to assist you. 

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Albridge Account Access

Albridge Account Access

All of my individual clients have access to this portal.  This tool aggregates all of your accounts with me in one place.  Let us know if you need assistance getting access to this service, as you will need a temporary password to login for the first time. 

For web-based training on how to use Albridge, you may take the online investor tour at: http://tour.albridge.com.  If you are having trouble logging into your account or need online access, email or call us to get assistance.  

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Client Document Portal

Client Document Portal

We provide a secure encrypted portal where our documents are available to our clients.  This is also the tool we most often use to encrypt files via email.  Not only do our clients have access to our documents, they can also upload their own documents as well.  This tool is most often used by companies who sponsor a retirement plan.  Security information can be found here.  If asked, subdomain is: ironpointfinancialadvisors

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Securities America Accounts with NFS

Securities America Accounts with NFS

Wealthscape Investor allows investors to view their Securities America, National Financial Services account information over the internet.  Once in the MyStreetscape system, simply choose your account number from the drop down menu marked "Account Number" and select the menu choice you want to see (Account Information, Balances, Positions, Etc...) Or use the "Tutorial" to learn more about the system.  Let us know if you need assistance getting access to this service. 

How to change your document delivery options (mail or email) - Once in MyStreetScape, click on the upper right hand corner tab that says "Service" then click on the only tab that shows up which is "Document Delivery Instructions."  Then choose how you want your documents to be delivered for EACH account.  (if you have multiple accounts, you need to update each account if you want all of your accounts to be paper or electronic)

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Nick Weber Wealth YouTube Channel

Nick Weber Wealth YouTube Channel

I have created a youtube channel with lots of educational videos that my clients and the public can access.  My retirement plans have their own youtube playlist, however out of respect for the privacy of my clients these playlists are unlisted.  Please email us for the link to your company's playlist. 

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Riskalyze Risk Tolerance Questionnaire

Riskalyze Risk Tolerance Questionnaire

We use a unique Risk Assessment tool called "Riskalyze" to uncover our client's true investment risk tolerance.  Uncovering your true risk tolerance is critical to your investing success.  Click below to take our free 5 minute risk assessment survey to see if you are taking the appropriate amount of risk in investment portfolios.

Find Your Risk Number

Other Client Links

Mutual Fund Accounts

Mutual Fund Accounts

The following links will give you direct access to your mutual fund accounts held directly with a mutual fund company as the custodian.

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College Saving Accounts

College Saving Accounts

The following links will give you direct access to your college savings accounts held directly with a mutual fund company as the custodian.

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Annuity Accounts

Annuity Accounts

The following links will give you direct access to your annuity accounts held directly with an insurance company as the custodian.

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Securities America Performance Reports

Securities America Performance Reports

View performance reports for your Securities America, Managed Opportunities Accounts

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Third Party Money Managers

Third Party Money Managers

The following links will give you direct access to your accounts managed by a Third Party Money Manager

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Alternative Investments

Alternative Investments

The following links will give you direct access to your accounts held directly with an Alternative Investment company

 

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Company Sponsored College Savings Participants

Company Sponsored College Savings Participants

Client Logins for participants of a college savings 529 plan sponsored by an employer

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Company Sponsored Retirement Plan Participants

Company Sponsored Retirement Plan Participants

Client Logins for participants of a company sponsored retirement plan

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Company Sponsored Retirement Plan Trustees

Company Sponsored Retirement Plan Trustees

Client Logins for trustees of a company sponsored investment plan

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Life Insurance Logins

Life Insurance Logins

Log in to your life insurance account to view your account and make changes to your policy.

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Disability Insurance Logins

Disability Insurance Logins

Log in to your Disability insurance account to view your account and make changes to your policy.

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Long Term Care Insurance Logins

Long Term Care Insurance Logins

Log in to your Long Term Care insurance account to view your account and make changes to your policy.

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Interested In Connecting With Us But You Don't Live In The Sacramento Area?

Not a problem!  With the help of Citrix GoToMeeting we can hold live meetings via the phone, computer, or tablet from anywhere in the world.  My long distance clients and clients who travel a lot love the ease of working with me from all over the globe.  We can also take care of other logistics like paperwork via email, mail or fax.  Click here to see how easy it is to partner with us using these tools. 


Any of the links not working correctly?  Let us know!

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.