Access Your Financial Portals 

Evergreen Gavekal leverages technology to offer clients more transparency into their accounts and an array of customized views for key financial information.

Investment Reporting

Access your Evergreen Gavekal portal on Tamarac to download your monthly and quarterly reports, and view up-to-date information about your investments.

Financial Plan

Access your customized financial plan through your eMoney account.

Charles Schwab

If your investment accounts are held at Charles Schwab, directly access your brokerage and investment accounts through their site

Single Sign-On Instructions

Clients can set up what’s known as “single sign-on” access for both our Evergreen Gavekal Client Portal and the eMoney Financial Planning Portal.

Accenture

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Disclosure
Evergreen Sterling Kuder is a separate entity, which is majority owned by Evergreen Gavekal.

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