Client Benefits

You'll enjoy our ongoing service and support. We continuously monitor your investment accounts, help with tax and record-keeping chores, conduct periodic reviews with you, and are available whenever you need us to help with your financial questions. You'll also enjoy 24/7 online access to information about your account, and lots of our personal finance advice and education, through the Edelman Online client site — as well as a free subscription to Ric’s Inside Personal Finance newsletter.

Learn More About Edelman Online’s Features

Player on RE.com "Invest with EFS" section.

View Your Accounts Check your account balances, add money or request a withdrawal, open new accounts, update your contact information or contact your advisor.		Gain More Knowledge Edelman Online features a robust library of articles and videos on an array of personal finance topics. You’ll have access to Ric’s experience and knowledge all in one place.
Get Started Fast! Registering is easy, and the site is very secure, so you’ll be able to use it with confidence.		Connect On The Go! You can access your account information anywhere, anytime with your iPhone, iPad or any mobile device.

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