SevenBridge Client Portal

We believe in simplifying your financial life, so we’ve included a number of account access sources for your convenience.

Envestnet-Tamerac aggregates all account information in one place. Here you will access your quarterly reports from SevenBridge.

If you have any questions regarding logging into the Envestnet site, please call the SevenBridge Financial Group at 717-775-8662.

Click the Charles Schwab logo above to be redirected to your custodian’s website for access to your personal account information, including monthly statements, tax documents and current balances.

If you have any questions or problems logging on the Charles Schwab site, please call Schwab Alliance directly at 800-515-2157.

 
SEVENBRIDGE Donor Advised Fund is a donor-advised program in conjunction with Renaissance Charitable Foundation (RCF), an independent public charity dedicated to helping individuals effectively reach their philanthropic goals. If you have any questions regarding logging into the SEVENBRIDGE Donor Advised Fund site, please call the SevenBridge Financial Group at 717-775-8662.

 
eMoney is a personalized planning tool that will assist us in providing the best strategic advice available to our clients with up-to-date and accurate financial information. This new interactive wealth management tool will track and monitor your financial plan on a daily basis.
eMoney’s services include:
  • Personal website with 24 hour access to all of your financial information
  • Account Aggregation with Budgeting
  • Online Vault for storing documents
  • Mobile account web access

Click here to view the eMoney video.