EXISTING CLIENTS
Here’s where you can view your accounts on the various portals we use to help monitor your plan and keep you on track to meet your goals.
Need assistance? Call us at 502-429-0196 or email us at ccg@moneyconcepts.com for help!
Access your personal financial website at eMoney from anywhere and at anytime. eMoney organizes all of your financial information into one consolidated website to include online document storage and financial plans.
NetXInvestor is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations, and more.
SEI's investment principles and processes, coupled with our team's personal relationship with you, work together to help enhance returns, reduce volatility, and manage investment risk.