Clients
Email Page  |  Print Page  |  RSS Feed  |  Font Size  decrease font size increase font size

Welcome to the New Edelman Online Client-Only Site

Edelman Online lets you check your account balances, communicate with your advisor, access lots of Ric's personal finance articles, videos and more — all online from your desktop, iPhone, iPad or mobile device. Learn more.  Simply register for access and then sign in to start enjoying this latest convenience today.


Already Registered?

Sign In to Edelman Online

  Register for Access

You must first register for access to the new site and create a NEW user name and password. You will need all your account statements on hand when registering.


Need help? Call 888-PLAN-RIC (888-752-6742)

Or click here for quick access to accounts at TD Ameritrade, NetExchange (non-EMAP brokerage accounts), OneView (combined view of EMAP and non-EMAP accounts) or to view EMAP reports. Links to these sites are also provided under "Account Details and Statements" when logged into Edelman Online.

Browser Compatibility:  Edelman Online works best with Internet Explorer v8 or higher, or the latest versions of Firefox, Chrome, Safari or Opera.  Currently AOL's browser and Xfinity Constant Guard are not supported.