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HFM Clients -
There are two client portals that you can sign into:The HFM Client Portal website allows you to securely access your HFM reports (If you would like access to the HFM Client Portal please contact our office.) and the eMoney Client Portal which we use for HFM Financial planning work. As our client you have unlimited access to both the HFM Client Portal and the eMoney Client Portal.
Your HFM Team
- Schwab Alliance (Schwab-issued login required)
- eMoney Client Portal for HFM Financial Planning (login required)
- HFM Client Portal for HFM reports and notifications (login required)