What you’ll get:
You’ll receive full, secure access to Envestnet | MoneyGuide — the same professional planning system our clients use. This allows you to explore your complete financial picture, enter personal information, visualize your goals, and begin working collaboratively with your advisor before your first in-depth meeting.

How to request access:

1️⃣ Send us an email with the subject line: MoneyGuide Access Request – Prospective Client

Include the following details:
• Full Name
• Email Address
• Direct Mobile Phone Number (for secure verification)
• Best time to reach you (optional)

2️⃣ We’ll create your secure MoneyGuide account and send your personalized login link with setup instructions.

🔒 Security Verification
After your account is created, an Ametrine team member will call you directly to provide your temporary password by phone.
You will then be prompted to change your password immediately upon first login.
This step ensures that your account remains private, authenticated, and fully secure.

Email: ametrine@ametrinewealthws.com
Phone: 800-560-1988   ext. 1 or 2

Once you receive your login, you can begin your planning experience immediately — at no cost and no obligation.

Schedule a 15-Minute Introductory Call to discuss your access, next steps, and how we’ll start designing your personalized strategy.
(This link will later connect to your online calendar.)

What you’ll get:
Your MoneyGuide portal keeps your financial plan up to date and accessible 24/7. You can review your plan, upload new information, and continue collaborating directly with your advisor.

How to request access:

1️⃣ Send us an email with the subject line: MoneyGuide Access Request – Current Client

Include the following details:
• Full Name (as listed on your Ametrine account)
• Email Address for the portal
• Direct Mobile Phone Number (for verification)

2️⃣ We’ll send your secure MoneyGuide invitation along with setup instructions.

🔒 Security Verification
After your invitation is sent, an Ametrine team member will call you directly to provide your temporary password by phone.
You will then be prompted to change your password immediately upon first login.
This step ensures that your access remains private, verified, and compliant with our security standards.

Email: ametrine@ametrinewealthws.com
Phone: 800-560-1988   ext. 1 or 2

If you’ve changed your contact information recently, please let us know so we can update your profile before sending the invite.

Schedule a Brief Consultation Call to review your access and ensure your plan remains aligned with your goals.
(This link will later connect to your online calendar.)

• Send your access request to  ametrine@ametrinewealthws.com
• Call 800-560-1988  ext. 1 or 2 if you prefer to speak directly
• Schedule a 15-Minute Introductory Call (to be linked to your calendar)

• Send your access request to ametrine@ametrinewealthws.com
• Call 800-560-1988  ext. 1 or 2
• Schedule a Brief Consultation Call (to be linked to your calendar)