---
title: Private Client Portals | Plymouth MN | Echo Wealth Management - Echo Wealth Management
description: Our client center can help you to uphold your fiduciary standard and assure objective, transparent and client-centric operations
author: Echo Wealth Management
---

# Client Center

Access all of your financial tools and portals

[schedule a meeting](https://echowealthmanagement.com/client-center/schedule)

[Relationship Summary](https://echowealthmanagement.com/client-center/relationship-summary)

Our independence is essential to upholding the fiduciary standard.  To assure transparent, objective, client-centric operations, Echo Wealth Management partners with leading account custodian financial institutions that provide extensive resources and allow us to provide a comprehensive service offering to each client.

## Private Portals

[![](https://echowealthmanagement.com/media/yootheme/cache/60/echowm-square-gradient-6041f565.png)

### Echo Dashboard

CASH FLOW AND GOALS

Click here for 24/7 access to
all of your financial information including your personal balance sheet, cash
flow reports and updates on meeting your financial objectives as well as your
meeting summaries in the vault.](https://wealth.emaplan.com/ema/SignIn?ema%2fria%2fechowealthmanagement)

[![Advicepay online billing](https://echowealthmanagement.com/media/yootheme/cache/31/cropped-AdvicePay_Horizontal_RGB_300dpi-2-31fe2cd6.png)

### AdvicePay

ONLINE BILLING

Click here to access our firm’s online billing system to pay your financial planning fees**.**](https://app.advicepay.com/)

[![](https://echowealthmanagement.com/media/yootheme/cache/68/Orion_Bug-Only_Color-68e803a7.png)

### Your Portfolio

OVERALL FINANCIAL POSITION

Click here for a comprehensive view of real time value reports of all your holdings, investments and financial accounts we manage proactively for you.

###### Also available as an app![app store badge](https://echowealthmanagement.com/images/dashboard/app-store-badge.png)](https://login.orionadvisor.com/login.html?g=6AEFBCE0-CD86-4921-8D94-60025A3D788A)

[![](https://echowealthmanagement.com/media/yootheme/cache/12/charles-schwab-icon-123151ed.png)

### Charles Schwab

ACCOUNT INFORMATION

Click here to be redirected to
your custodian’s website for access to your personal account information,
including monthly activity and statements, tax documents and current
balances.](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx?&kc=y&sim=y)