Client Access vs MoneyMinder®

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash  • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents  • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.

MoneyMinder helps nonprofit and community group treasurers manage their organization’s finances with confidence. Create a budget, track transactions, reconcile your books, manage reimbursements, run reports for board meetings and more. Key Features • Connect your bank or payment accounts (19,000+ banks, PayPal, Square, Stripe, Square, etc.) • Record and categorize income and expenses • Keep financial records and important documents organized online • Simplify treasurer transitions with shared access • Stay ready for board meetings and audits with clean reports • Track your financial activity over time • Compare actual to budget Who it’s For • Nonprofits • Volunteer Organizations • PTAs and PTOs • Booster Clubs • Scouts and Youth Groups • Social, Service and Professional Groups • Community Groups (Animal, Arts, Historical, etc.) • Homeowner Associations Subscription This app connects you to your MoneyMinder account. Try MoneyMinder free for 30 days — no credit card required. If you decide to subscribe, it's $299 per year (less than $25/month, billed annually). Join tens of thousands of community and mission-based organizations since 2003 that have trusted MoneyMinder to simplify their financial management—without the clutter of spreadsheets or general accounting tools.