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Financial Services Resources

  

Social Media Policy

Social Media Policy

For reasons related to regulatory compliance, our financial services staff may not personally connect with clients on social media platforms or accept text messages to our cell phones.  However, we would love to interact with you through the Allied Financial Services social media accounts.

Online Scheduling

We offer online scheduling for investment reviews at the advisor's primary office location or via Zoom.  Appointments in alternative offices can be made via phone or email. 

To schedule your introduction to financial planning or investment management, please email acummings@alliedfp.com or tturkington@alliedfp.com or call us at 585-410-6733.

David Younis, CFP

David Younis, CFP

Click to Schedule
Jason Tabor, CFP

Jason Tabor, CFP

Click to Schedule

Financial Services Portal (eMoney)

Financial Services clients have access to consolidated reporting through our portal website, hosted through eMoney. Through this website, you can view the balances of the accounts that we manage, as well as link outside accounts (such as a bank account or credit card) to create a more thorough picture of your financial world. If you have completed and financial planning engagement with us, you can also access reports based on the data that we built together.

If you already have a financial services portal website, you can access it using the button below.

If you have not yet logged into your portal, please email acummings@alliedfp.com or tturkington@alliedfp.com so that we may send you the invitation. We are also able to help if you have lost access or need your password reset.

A formal app is not required for eMoney. Instead, you can add a bookmark to your favorites on your phone or tablet. If you need assistance, let us know.  Please note that this portal is primarily for viewing balances, rather than downloading tax forms, statements, or performance data.

eMoney Portal
Custodian Websites

Custodian Websites

In addition to our consolidated portal, you can also create accounts with specific custodians to view your accounts in greater detail, download statements and tax forms, and even process certain simple transactions.

Here are a few commonly used links that might be helpful for you.  To view your accounts, you will need to establish login credentials for the applicable custodians.   For most of these, you will need to enter identifying personal information along with an account number; you can find your account numbers on recent statements, but we can also send these to you if needed.

As a note, we do not administrate the websites below, so our ability to help you with login problems and technical issues is limited.

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