AOG New Client Guide - Flipbook - Page 6
President and CEO, Wealth Advisor
LOG IN TO YOUR ACCOUNTS
You may access your accounts at www.aogwealth.com/client-portal
View Your Complete AOG Portfolio
1. From the “Client Portal” page on the AOG website, click the “Launch
Orion” link.
2. Once you arrive at the client portal, enter your User ID and temporary
password provided by your advisor.
3. The page will refresh and you will be asked to enter a new password of
your choosing.
View Your Financial Plan
1. You will receive an email from your advisor through
notifcations@emoneyadvisor.com to invite you to “Register for your
Financial Website.”
2. Follow the “REGISTER NOW” link to create your username and
password.
View Your Schwab Investment Accounts
1. From the “Client Portal” page on the AOG website, click the “Launch
Schwab” link.
2. Click on “New User?”
3. Enter Brokerage Account Number (see below), Date of Birth, Phone
Number, and SSN or EIN.
4. Verify Identity with 2- step authentication & enter ID and Password.
5. Follow additional prompts & complete process.
Note: If you complete Digital Onboarding for your account setup through
Schwab, you will have a login already setup.
