Client Login Help

Your Personal Financial Website

Your SECURE Goal based plan or Cash Flow based plan is housed in eMoney.

Download the GETTING STARTED guide here to learn how to create a login and connect your accounts.

Your information is secure!

Check out how eMoney keeps your information safe. Audax Wealth Management does not store nor see your account numbers. We do not have access or custody of accounts aggregated in eMoney’s tool. Audax Wealth Management, LLC is in no way affiliated with eMoney, nor does it endorse eMoney or its affiliates.

Charles Schwab

Audax Wealth Management, LLC is an independent RIA and uses Charles Schwab as a custodian for its client’s securities.

Get instructions on how to login to your account at Charles Schwab.

IMPORTANT NOTICE You are now leaving the Audax Wealth Management, LLC website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Audax Wealth Management, LLC or any advisor(s) whose name(s) appear(s) on this website. Audax Wealth Management, LLC is independently owned and operated. [Schwab neither endorses nor recommends Audax Wealth Management, LLC, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Audax Wealth Management, LLC under which Schwab provides Audax Wealth Management, LLC with services related to your account. Schwab does not review the Audax Wealth Management, LLC website(s), and makes no representation regarding information contained in the Audax Wealth Management, LLC website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Schwab Safe

Learn how Charles Schwab keeps your information safe and secure.

Make or edit a payment

Audax Wealth Management, LLC uses Advice Pay to securely and compliantly process your payments.

Click here to login to Advice Pay. An account with Advice Pay is not necessary to make a payment.

Learn more about how Advice Pay keeps your information safe.

Mail a check instead to:

Audax Wealth Management, LLC
PO Box 110388
Anchorage AK 99511

Create a strong password!

We know it’s difficult to remember multiple passwords, but hackers and bad guys are real. Don’t make your password obvious by using special dates, locations or names. And please don’t write them down and keep them on your desk or in your purse!
Keep your account information safe by using a combination of the following:

  • Lower case and upper case letters

  • Numbers

  • Special characters (like @, $, ^, etc.)

 

If you still need help, email hello@audaxwealth.com or call (907)885-0410. We’ll happily walk you through the process.