Client Login

Select your portal below.

Powered by Charles Schwab & Co., Inc.

• Shows accounts that are held at Schwab and managed by Ellenbecker Investment Group.
• Provides real-time asset values.
• Login credentials are created when a Schwab account is opened. An invitation to create credentials is sent via email.

Charles Schwab Mobile App

The same functionality from Schwab is also available to you on your Apple or Android mobile device. This secure app for your phone or tablet also has the ability for you to deposit checks directly to your account at Schwab. In addition, it offers real-time account balances and positions along with transaction history. Consult with your EIG Advisory Team for more information.

Account Login

If you are having issues with both of the login buttons on this column, it is best practice to clear your browser's cache. If you do not wish to clear your cache, please copy and paste this web address into your browser: client.schwab.com

You can then bookmark this page on your browser for easy access.

Learn more with this informational walkthrough video.

Login

Powered by Black Diamond

• A 360-degree comprehensive wealth view of accounts held at Schwab and any accounts held away that EIG has permission to include.
• A dynamic portfolio dashboard where performance timeframes can be adjusted.
• A relationship timeline that highlights interactions with your EIG Client Care Team.
• Enhanced document vault that stores and organizes important documents.

EIG Total View Main Sections

Home: A customized homepage that provides a quick overview of your account details and offers easy access to your financial team through clickable email and phone links.

Portfolio: A 360-degree dynamic dashboard of your entire portfolio with performance cards highlighting key information. This is completely customizable using the filters to select specific date ranges, portfolios, or accounts.

Vault: The Vault page provides a secure way to share and manage financial documents and reports with your financial team. You can organize your documents into folders, drag-and-drop to upload new documents and easily move files from one folder to another.

Timeline: A consolidated feed of posts and interactions from your wealth team. This is a great communication tool between you and your financial team.

Get a deeper understanding with this step-by-step walkthrough video.

EIG Total View Mobile App

Download in the App Store (iphone) or the Google Play Store (android).

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Powered by SafeSend

EIG's Tax Portal makes your tax experience simple, organized, and secure. It provides one convenient place to upload, review, e-sign, and store all your tax documents/returns.

Access the EIG Tax Portal

• Log in through the link above to sign in or create your account.

Gather

Sign Tax Preparation Engagement Letter

• The guided tools make this a breeze!

Upload Tax Documents

• Gather creates a personalized document request list based on your prior-year tax information.
• Securely upload your tax documents with a simple drag and drop.
• All uploaded files automatically flow into your tax portal, keeping everything organized in one place.

Complete Questionnaire

• Automates the gathering of information to ensure a streamlined process.

Tax Returns

• Review and electronically sign your tax return through the step‑by‑step process.
• Pay your tax preparation invoice directly through the all‑in‑one dashboard.
• Manage your federal and state tax payments online using the provided links, and receive reminders for estimated payments.
• Access secure, long‑term storage for your final tax return and all related documents.

To see this process step-by-step, view the guided walkthrough video.

EIG Total View - FAQs

Access & Login

Q: How do I access the client EIG Total View portal?

A: You can access the portal from the Ellenbecker.com website and select Client Login in the upper right-hand corner.

Q: What if I didn’t receive an email with my credentials?

A: First, verify that the email from Black Diamond did not go into your junk email box. If you still cannot locate it, please contact your Client Care Team. They can resend your invitation email, which will come from the email address: noreply@bdreporting.com. This email will expire after 7 days.

Q: I forgot my password—what should I do?

A: Click Trouble Logging In under the sign in button, then select I Forgot Password and follow the instructions to reset your password.

Q: Can I change my Username?

A: Your username is your email address. If you would like to use a different email address for your username, please contact your Client Care Team.

Q: Does the EIG Total View portal support multi‑factor authentication (MFA)?

A: Yes, MFA is required. Available options are via email or text.

Security

Q: How is my data protected?

A: All data in the EIG Total View portal is encrypted.

Account Information & Reporting

Q: How often is my account information updated in the EIG Total View portal?

A: Account values typically update daily. Certain account types or external assets may have reporting delays depending on the custodian or data provider.

Statements & Reports

Q: Where can I find my monthly Schwab statements?

A: These are typically uploaded to the Statements section in the Vault. If you are missing a statement, please contact your Client Care Team.

Q: Where can I find my quarterly Consolidated Asset Summary reports?

A: New reports will be saved in the Reports folder in the Vault beginning in April 2026. If you are missing a report, please contact your Client Care Team.

Navigation

Q: What should I do if I can’t find something in the EIG Total View portal?

A: Your Client Care Team can help you walk through where to locate documents, account details, or performance information.

Documents & Files

Q: Where can I find shared documents?

A: Documents are stored and shared in the Vault Section of the EIG Total View portal. You will see 2 folders, My Uploads and EIG Firm Uploads.

Q: Can I upload files securely?

A: Yes. The EIG Total View portal supports secure file uploads and downloads. From the VAULT dropdown, select Documents and then the My Uploads folder. Next, select Upload File in the upper right corner to upload your files or documents.

Q: How long are documents stored in the EIG Total View portal?

A: Currently, there is no limitation on how long documents are stored in the portal.

Notifications & Communication

Q: Will I receive notifications from the EIG Total View portal?

A: Yes. You’ll receive email notifications for uploaded documents.

Q: Can I communicate with my Client Care Team through the EIG Total View portal?

A: No, please reach out to your Client Care Team via email or phone call.

Support

Q: How do I update my contact information?

A: Please reach out to your Client Care Team to make any changes to your contact information.

Q: Who do I contact if I have questions on what I am seeing in the EIG Total View portal?

A: Please reach out to your Client Care Team.

Q: When will the new EIG Total View mobile app be available, and how will I learn about it?

A: The EIG Total View mobile app is expected to be available in March. We will provide additional information and instructions as we get closer to the release, so you know exactly how to access and use the new features.

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These materials have been independently produced by Ellenbecker Investment Group (EIG). EIG is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. EIG provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.