Optimize Your Experience


As a client, you have a wide array of tools that give you greater control, insight, and information about your portfolio and your financial plan. Below are some of the tools you have access to. 

Contact Your Team

If you would like to set up or review one of the below items, please fill out the form below, and your advisory team will reach out to you to set a time to talk.

Client Contact Request
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Optimize Your Experience


As a client, you have a wide array of tools that give you greater control, insight, and information about your portfolio and your financial plan. Below are some of the tools you have access to. 

Contact Your Team

If you would like to set up or review one of the below items, please fill out the form below, and your advisory team will reach out to you to set a time to talk.

The Chicago Partners Portal: Engineered for Client Vigilance


The Chicago Partners Portal is a tool powered by Orion you can use to monitor and review your portfolio. When you log into your portal, you can:

  • See your portfolio from a 10,000-foot overview
  • Review your portfolio's asset allocation
  • Compare your portfolio's performance against benchmarks over different periods of time
  • Download your Quarterly Reports

You can also contact your advisor directly through the portal to schedule a portfolio review, or to just check in and see how your plan is progressing.

Log into your Portal
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The Chicago Partners Portal: Engineered for Client Vigilance


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The Chicago Partners Portal is a tool you can use to monitor and review your portfolio. When you log into your portal, you can:

  • See your portfolio from a 10,000-foot overview
  • Review your portfolio's asset allocation
  • Compare your portfolio's performance against benchmarks over different periods of time
  • Download your Quarterly Reports

You can also contact your advisor directly through the portal to schedule a portfolio review, or to just check in and see how your plan is progressing.

The Chicago Partners App: Access Your Portal Anywhere, Anytime


After you log into your Chicago Partners Portal for the first time, you can download the Chicago Partners app to access your portal on the go.

On the app, you have access to everything the portal has to offer! Your username and password for the app are the same as your username and password for the desktop version of the portal.

The app is available for both Android and Apple devices in the app store. You can use the buttons below to download the app directly to your device.

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The Chicago Partners App: Access Your Portal Anywhere, Anytime


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After you log into your Chicago Partners Portal for the first time, you can download the Chicago Partners app to access your portal on the go.

On the app, you have access to everything the portal has to offer! Your username and password for the app are the same as your username and password for the desktop version of the portal.

The app is available for both Android and Apple devices in the app store. You can use the buttons below to download the app directly to your device.

Your Custodian: Partner with the Experts


Chicago Partners works with Charles Schwab, TD Ameritrade, and Fidelity. These three institutions serve as custodians for your money, and allows Chicago Partners to manage the funds without ever taking custody of your accounts.

On your custodian account, you can:

  • View account balances
  • Move money between accounts
  • Place trades
  • Look at the history of your accounts
  • View tax lots of each position
  • Download account statements
  • Download tax reporting information

Your Custodian: Partner with the Experts


Chicago Partners works with Charles Schwab, TD Ameritrade, and Fidelity. These three institutions serve as custodians for your money, and allows Chicago Partners to manage the funds without ever taking custody of your accounts.

On your custodian account, you can:

  • View tax lots of each position
  • Download account statements
  • Download tax reporting information

On your account, you can view balances, move money, place trades, or look at the history of each of your accounts. 

WMS: Tools to Monitor and Optimize Your Wealth


As your primary financial planning tool, eMoney's Wealth Management System (WMS) allows you to look at your wealth from a global view, including: 

  • Ability to access detailed cash flow reports
  • Checking and savings accounts
  • Investment accounts
  • Credit card balances
  • Ability to create multiple financial scenarios to help illustrate the long-term impact of financial decisions
  • Other information that is important to you

If you have not yet set up your WMS profile, please let us know and we will set a time to set up and walk through your profile. 

Log into WMS
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WMS: Tools to Monitor and Optimize Your Wealth


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As your primary financial planning tool, eMoney's Wealth Management System (WMS) allows you to look at your wealth from a global view, including: 

  • Ability to access detailed cash flow reports
  • Checking and savings accounts
  • Investment accounts
  • Credit card balances
  • Ability to create multiple financial scenarios to help illustrate the long-term impact of financial decisions
  • Other information that is important to you

If you have not yet set up your WMS profile, please let us know and we will set a time to set up and walk through your profile. 

Login to WMS