Frequently Asked Questions

My Edelman Client Website

  • How do I obtain my User Name and Password to the Edelman Online client portal, and how do I login to my new account?

    If you establish your account online, you'll create your User Name and Password during the set-up process. If you're working with one of our advisors, you'll receive an email containing a link to our private client site, where you'll be able to register and start accessing your account online. To login, simply click "Client Login" area in the upper-right corner of the EdelmanFinancial.com.

    Back to Top

  • How can I reset my password?

    Simply click the "Forgot Password?" link on the login page for the private client area of Edelman Online.

    Back to Top

  • How do I view my account balance?

    You can view your account 24/7 via Edelman Online. You'll also receive monthly statements.

    Back to Top

  • How do I change my address?

    Just click the “My Profile” button in the private client area of Edelman Online.

    Back to Top

  • How do I use my secure mailbox?

    If there's important, confidential information about your account that we want you to know, we'll send you an email. That'll be your cue to log into our private client area of Edelman Online so you can retrieve your messages.

    Back to Top

  • What is your account minimum?

    We're proud that virtually any saver can enjoy the extensive diversification, strategic rebalancing and professional management that the Edelman Managed Asset Program® (EMAP) provides. Unlike other advisors and investment programs that require you to invest $500,000 or $1 million (or more), you can open an EMAP account with as little as $5,000!

    Most of our clients maintain six-figure or seven-figure accounts with us. However, we believe all Americans deserve access to the same outstanding advice and investment management services that more affluent people enjoy. So while we proudly serve those who are wealthy (about 20% of our clients have invested more than $1 million with us) we are equally proud to help those who don't yet have lots of money (but who aspire to do so one day!)  So, we're proud that our account minimum is the lowest of any investment management program in the nation (known technically as "turnkey asset management programs" or "wrap accounts").

    Back to Top

  • I've established my account online. Can I still talk to a person?

    Of course! Simply call us at (888) PLAN-RIC. Our offices are open from 8:30am – 5:30 pm local time, and you can contact us at any time at this phone number.

    Back to Top

  • How do I add money to my account?

    You can add money at any time via check, wire or automatic electronic deposit, in any amount. (There are no minimums or maximums.) Keep in mind that there are IRS limits regarding the amount you can contribute annually to IRA accounts. Be sure to consult with a qualified tax or legal professional regarding the best options for your particular circumstances.

    Due to federal laws designed to thwart money laundering and the funding of terrorist activities, we cannot accept the following:

    • Cash
    • Money orders
    • Travelers checks
    • Starter checks
    • Official bank checks (which include cashier's, certified, teller's and treasurer's checks) for amounts under $10,000
    • Third party checks other than from TD Ameritrade

    Back to Top

  • Do I have to use the Guide to Portfolio Selection┬« before opening an account?

    As financial advisors, we have a fiduciary obligation to make sure that your investment in Edelman Managed Asset Program® (EMAP) is in your best interests. If you're working with one of our financial advisors, they'll determine suitability for you as a natural part of their conversations with you.

    But if you're opening your EMAP account online, the Guide to Portfolio Selection (GPS) is essential, for it helps us evaluate your investment experience, risk tolerance and more, so that we can make sure you're investing in the EMAP portfolio that's right for you.

    So, the choice is yours: you can talk with an Edelman advisor, or you can use the GPS at Edelman Online. Either way, you'll get the advice and recommendations that are in your best interest.

    Back to Top

Have a Different Question? Ask Us.