SevenBridge Client Account Access

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

Performance Reporting.

Advisor View 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 Advisor View 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.

 
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.

 
PCS is a retirement plan record-keeper that offers a true conflict free platform, combining state-of-the-art technology with an experienced and dedicated team of flexible retirement plans available. With no conflicts of interests, PCS monitors and tracks your plan data as to prevent any issues before they happen and highlight opportunities for enhancement.ideo.