As a client of Horizon Financial Services, LLC, you have access to these valuable, online wealth management tools. They can provide you with secure, easy access to your account information and offer other important benefits. Take a moment to read about each of these tools and the resources they provide.

After you become a client, we will assist you in the set-up process for each of these tools. Afterwards, you can bookmark this page for quick access to your account balances, statements, performance summaries, and other important documents. Please don’t hesitate to contact us if you need assistance with any of these tools.

Schwab Alliance*

Horizon Financial has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts.

By using Schwab as primary custodian, Horizon Financial has access to a wide range of products and services that help us serve our clients, including:

  • Wide array of investment account types including retirement accounts, charitable giving, and education accounts.
  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
  • Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.

The Advisory Alpha Finfolio Account Access web portal provides you with secure, easy access to your account information including balances, positions, and market values.

eMoney Advisor is a robust wealth management program that offers you a broad range of benefits and assists us in the management of your holistic financial plan. By consolidating your account information from various financial institutions, eMoney is able to show you an up-to-date snapshot of your complete financial profile in one location. eMoney’s Vault provides you with a secure location to save all of your important documents and share them with us confidentially. Please see our Life in a Box video to learn more about this invaluable tool.

*These materials have been independently produced by Horizon Financial Services, LLC (“Horizon Financial”). Horizon Financial is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Horizon Financial provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.


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