Broker Check

Client Center

As a client of E. Demmler & Associates, you’ll never need to pore over the day-to-day performance of your accounts or the details of your financial plans. But we like to make sure that you can. Use our Client Accounts Portal for complete access to your information and accounts with the following tools:

  • WealthVision

    • WealthVision is your secure, comprehensive financial planning dashboard. WealthVision offers an aggregated, comprehensive view of your holistic financial (plan or portfolio), as well as features and functionality that enable us to perform more advanced planning. This Web-based tool gives you a single access point for:
      Tracking of all financial account balances, with assets updated nightly
      Alerts to detect significant changes in account balances
      Investment research with the click of a button
      Secure storage of the information most important to you, including wills, tax returns, medical histories, and precious memorabilia
      A budget tool to track all your purchases against your goals
      Reports on cash flow, retirement, investments, and more
      All of your information is password protected in a secure, encrypted personal website, easily accessible to you, your advisor, and your financial team. Keep up-to-date with powerful analytic tools that track changes in your assets based on:
      Overall asset allocation
      Retirement and cash-flow models
      Insurance programs
      Financial and estate plans

      Visit WealthVision >

  • LPL Account View

    • Secure access to your LPL accounts anytime, anywhere, on any device.
      View the total portfolio value for all of your accounts.
      Monitor individual account balances, deposits, and withdrawals and investment returns.
      Distinguish between accounts held at LPL and those held outside, and check balances for outside accounts.
      Keep track of how your investments performed at a specific time or over a period of time.
      View account performance by time period using the time selector tool.
      Receive statements, tax documents, and trade confirmations electronically.

      Visit LPL Account View >

  • Plan Sponsor Portal and Fiduciary Vault

    • Access to Essential Retirement Plan and Advisor information, Centralized Document Storage and Retrieval, including:
      Plan reviews
      Investment monitoring reports
      Benchmarking data
      Links to related websites such as Recordkeepers and Third Party Administrators
      Plus: all plan-related forms, documents, white papers, commentaries.
      Our Fiduciary vault helps clients reduce the risk of not being prepared for a Department of Labor field investigation.

      Visit Portal >

  • Contact Us

    • As your financial planners, we’re here for you every mile of the journey. Never hesitate to get in touch.

      Office: (510) 865-1026
      Fax: (510) 666-6217

      1101 Marina Village Parkway
      Suite 201
      Alameda, CA 94501

      20284 Redwood Road
      Castro Valley, CA 94546

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.