Client Portal Logins
Secure access to your accounts, documents, and planning tools—all hosted by trusted third-party partners.
For your security, each portal opens in a new tab and is managed directly by the provider. If you need assistance or login credentials, contact us at info@nicolletinvest.com or 612.915.3033.
Schwab Alliance
View your custody accounts, statements, and performance. Managed by Charles Schwab, our independent custodian.
Nicollet Vault
Access secure document sharing and client vault. Managed by AdvisorEngine.
Vanilla Estate Planning
Review and manage your estate documents. Managed by Vanilla.
Contact Your Advisor for Access
eMoney Client Portal
Track net worth, cash flow, and financial plans. Managed by eMoney Advisor.
Holistiplan Tax Portal
View tax planning scenarios and returns analysis. Managed by Holistiplan.
Contact Your Advisor for Access