Client Login

Developing Your Financial Game Plan

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.
Tamarac Log In

Financial Plan

Access your customized financial plan through your eMoney account.
eMoney Log In

Charles Schwab

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

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.
Single-Sign On Instructions

Need Help Logging In?

Contact Us – would be helpful to have something on the page rather than re-direct
https://evergreengavekal.com/contact-us/

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

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