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.
||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.