Client Access

Client Support

As a Trek client, you will have access to several state-of-the-art systems to help you stay organized and connected with your entire financial plan.

The Client Learning Center is a great resource and guide to help with any questions you may have regarding setup or access to your accounts. We provide this resource as a great go-to option however, we are always available to help.

Client Login

Login to eMoney

Login to your TD Ameritrade account

Login to your Trek Client Portal

We have undergone a name change! This rename marks an exciting new chapter in our journey. Transitioning to the new name of Trek Financial allows us to further unify our story and brand, creating a streamlined connection to our clients and our commitment to your financial journey. We are very excited for this business name change and we hope you will join us in this new journey. If you have any questions, please reach out to us!