YOUR CLIENT RESOURCE CENTER
Welcome back. Everything you need, in one place.
Access your accounts, review your financial plan, share documents, and schedule time with us. This is your starting point for staying connected with Bronx River Advisory as we work together on your financial life.
YOUR CLIENT RESOURCE CENTER
Welcome back. Everything you need, in one place.
Access your accounts, review your financial plan, share documents, and schedule time with us. This is your starting point for staying connected with Bronx River Advisory as we work together on your financial life.
YOUR CLIENT RESOURCE CENTER
Welcome back. Everything you need, in one place.
Access your accounts, review your financial plan, share documents, and schedule time with us. This is your starting point for staying connected with Bronx River Advisory as we work together on your financial life.
Making the most of our work together
Before your next meeting
Take a moment to review your priorities and note any questions you’d like to discuss. Let us know what’s changed since we last met.
Gather recent account statements, tax returns, and any documents relevant to our conversation. Use the document-sharing link below rather than sending sensitive files by email.
Schedule an appointment when you’re ready to review your plan, talk through a decision, or check in on your progress.
Keep your financial picture current
Review your accounts through Schwab and your planning information through eMoney. Contact us if you need help finding or accessing either portal.
Tell us about changes to your income, expenses, family, housing, or goals so we can consider what they mean for your plan.
Before making a significant financial decision, reach out. We can help you revisit the assumptions and trade-offs we’ve discussed.
Need a hand?
If you have a question about your plan, a document request, or access to a client portal, contact us at chris@bronxriveradvisory.com or (914) 881-0708. Never share your passwords or verification codes. For urgent account-security concerns, contact your account provider directly.
Making the most of our work together
Before your next meeting
Take a moment to review your priorities and note any questions you’d like to discuss. Let us know what’s changed since we last met.
Gather recent account statements, tax returns, and any documents relevant to our conversation. Use the document-sharing link below rather than sending sensitive files by email.
Schedule an appointment when you’re ready to review your plan, talk through a decision, or check in on your progress.
Keep your financial picture current
Review your accounts through Schwab and your planning information through eMoney. Contact us if you need help finding or accessing either portal.
Tell us about changes to your income, expenses, family, housing, or goals so we can consider what they mean for your plan.
Before making a significant financial decision, reach out. We can help you revisit the assumptions and trade-offs we’ve discussed.
Need a hand?
If you have a question about your plan, a document request, or access to a client portal, contact us at chris@bronxriveradvisory.com or (914) 881-0708. Never share your passwords or verification codes. For urgent account-security concerns, contact your account provider directly.
Making the most of our work together
Before your next meeting
Take a moment to review your priorities and note any questions you’d like to discuss. Let us know what’s changed since we last met.
Gather recent account statements, tax returns, and any documents relevant to our conversation. Use the document-sharing link below rather than sending sensitive files by email.
Schedule an appointment when you’re ready to review your plan, talk through a decision, or check in on your progress.
Keep your financial picture current
Review your accounts through Schwab and your planning information through eMoney. Contact us if you need help finding or accessing either portal.
Tell us about changes to your income, expenses, family, housing, or goals so we can consider what they mean for your plan.
Before making a significant financial decision, reach out. We can help you revisit the assumptions and trade-offs we’ve discussed.
Need a hand?
If you have a question about your plan, a document request, or access to a client portal, contact us at chris@bronxriveradvisory.com or (914) 881-0708. Never share your passwords or verification codes. For urgent account-security concerns, contact your account provider directly.
Your accounts, documents & appointments
Template note: these cards currently link to the providers’ public websites. Before launch, replace eMoney, Box, and Calendly with Bronx River Advisory’s exact client portal, secure upload, and booking links; confirm the preferred Schwab sign-in destination.
Schwab | Account access
Visit Schwab to sign in and review your investment accounts, statements, and account activity.
eMoney | Your financial plan
Access your planning information through eMoney. Use the client sign-in link provided by our team.
Box | Document sharing
Share requested documents through Box. Use the secure folder or upload invitation provided by our team.
Calendly | Schedule a meeting
Schedule time to review your plan or discuss a question. Use our firm’s appointment link once it’s added here.
Your accounts, documents & appointments
Template note: these cards currently link to the providers’ public websites. Before launch, replace eMoney, Box, and Calendly with Bronx River Advisory’s exact client portal, secure upload, and booking links; confirm the preferred Schwab sign-in destination.
Schwab | Account access
Visit Schwab to sign in and review your investment accounts, statements, and account activity.
eMoney | Your financial plan
Access your planning information through eMoney. Use the client sign-in link provided by our team.
Box | Document sharing
Share requested documents through Box. Use the secure folder or upload invitation provided by our team.
Calendly | Schedule a meeting
Schedule time to review your plan or discuss a question. Use our firm’s appointment link once it’s added here.
Your accounts, documents & appointments
Template note: these cards currently link to the providers’ public websites. Before launch, replace eMoney, Box, and Calendly with Bronx River Advisory’s exact client portal, secure upload, and booking links; confirm the preferred Schwab sign-in destination.
Schwab | Account access
Visit Schwab to sign in and review your investment accounts, statements, and account activity.
eMoney | Your financial plan
Access your planning information through eMoney. Use the client sign-in link provided by our team.
Box | Document sharing
Share requested documents through Box. Use the secure folder or upload invitation provided by our team.
Calendly | Schedule a meeting
Schedule time to review your plan or discuss a question. Use our firm’s appointment link once it’s added here.
51 Pondfield Road, Suite 1 · Bronxville, NY 10708
Contact
chris@bronxriveradvisory.com
(914) 881-0708
Bronx River Advisory LLC offers advisory services through XYPN Sapphire, an SEC-registered investment adviser. All services are subject to a written client agreement. For important legal information, Form CRS, and Form ADV Part 2A, please read our Disclosures. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.