Client Portal

SCHWAB ALLIANCE

As an Intersect client, you have access to Schwab Alliance, a secure premium financial service designed to complement the expertise and personal advice of your Intersect adviser. Through Schwab Alliance, you have at your fingertips a detailed archive of your accounts, including balances, performance information, and tax reports.

EMONEY

Using eMoney software, Intersect advisers give clients a comprehensive analysis of their financial picture, with every account organized and consolidated in one secure place, updated continually. Working with Intersect, you can manage cash flow and budgeting on a personal eMoney website, for a clear and concise bottom line at any time.