Client Access and Ongoing Support

View Your Account and Financial Plan.

Pullen Park, Raleigh, NC

Secure Account Access

Log in to your client portal to view your portfolio, track performance, and securely message our team.

Emerald Asset Management Account Access
EAM Abstract geometric pattern with green and blue triangles on a white background.
EAM Abstract design with light blue and teal triangles on a white background.
Raymond James – Custodian Client Access
Access Your Financial Plan