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Client Portal Logins

Main Log In: E-Money Investments & Planning Portal

Main Log In: E-Money Investments & Planning Portal

View of your accounts managed by Pendleton Financial to see balances and holdings, as well as performance reporting.

Link and securely view outside investment and bank accounts. 

Advanced financial planning and cash flow components. 

Secure vault to store your personal files electronically.

Secure Login Here
Investment Only Log In: Pershing BNY Mellon Access (new for 2021)

Investment Only Log In: Pershing BNY Mellon Access (new for 2021)

View detailed investment account information direct from your custodian's website. 

View account statements, trade confirmations, tax documents, investment prospectuses, and other important account documents.

Secure Login Here
Investment Only Log In: Pershing NetXInvestor

Investment Only Log In: Pershing NetXInvestor

View detailed investment account information direct from your custodian's website. 

View account statements, trade confirmations, tax documents, investment prospectuses, and other important account documents.

Secure Login Here (5EQ is your Financial Org #)
Investment Only Log In: SEI

Investment Only Log In: SEI

View detailed investment account information direct from your custodian's website. 

View account statements, trade confirmations, tax documents, investment prospectuses, and other important account documents.

If you have trouble logging in, please contact the 24 hour SEI tech support line directly at 1-888-737-6953 or use the "Forgot Your Password" link on the SEI login page.

Secure Login Here: www.AccessMyPortfolio.com