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.