Client Portals 

The following links have been provided for your convenience. The Hatlestad Group does not control, evaluate, endorse or guarantee content found on these sites. We do not assume any responsibility or liability for the actions, products, services, and content of these sites or the parties that operate them. Your use of the sites is at your own risk.

Client Portfolio Access

Check on your investments and share documents.

EMX/EMoney

Review the status of your financial plan and goals.

Schwab Alliance

Access Charles Schwab account-specific information.