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Relationship Summary

Client Center

Access all of your financial tools and portals

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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

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.
Advicepay online billing

AdvicePay

ONLINE BILLING

Click here to access our firm’s online billing system to pay your financial planning fees.

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.

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TD Ameritrade

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.

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.

3033 Campus Drive, Suite N145
Plymouth, MN 55441

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