eMoney is a platform that lets you view and organize all your financial accounts in one place, helping you manage your portfolio efficiently.

How do I activate my eMoney account?

Follow the eMoney website registration guide provided. For help, contact our planning or service team by email.

How do I set up 2-Factor Authentication?

Use our 2-Factor Authentication guide PDF. For assistance, contact our service team.

How can I add financial accounts to eMoney?

Use the 'Add Accounts' guide PDF. If you have connection errors, see our troubleshooting guide or email service@c2privatewealth.com.

What does the 'Electronic Funds Transfer Link Requested' Fidelity alert mean?

It means a bank link (EFT) has been added to your account for future distributions. This is an automatic notification when we set up new sub accounts.

How do I request money from my Fidelity accounts?

Call our office to request distributions for identity verification. Email requests require a phone confirmation using the number on file.

Should I fill out forms sent by a hybrid annuity company?

We usually handle these forms for you. If in doubt, upload the letter through SecureFile Portal and notify our Service team.

I received a check for my 401(k) rollover, what should I do?

Do not endorse the back. If it’s payable to Fidelity Investments (FBO your name), drop it at our office for deposit. Otherwise, email service@c2privatewealth.com for guidance.

How long does it take to receive money after a request?

It typically takes about a week to receive funds due to verification and account trading processes.

Where can I find my retirement plan?

Your plan PDF should be uploaded to your Secure File Portal. If not, email service@c2privatewealth.com.

What should I do if I notice a security breach?

Contact us immediately so we can restrict activity on your accounts and assist you with next steps.

How do I get my year-end tax documents?

Log into Fidelity.com or eMoney to access and download your tax forms.

When will I receive my tax form(s)?

See our annual Tax Form Delivery Calendar PDF for estimated timelines.

Is there a CPA you recommend?

Yes, we recommend Don Yaske (Phone: 248-921-3881, Email: yaskecpa@comcast.net).

Timeline

A summary of key dates and process milestones involved in the transition.

Key Dates

January 10th

Client Announcement Event

‍

On January 10th, at Butler Community College's Succup Theatre, Kirk and Curt announced that Accurate Solutions Group will be joining C2 Private Wealth. As part of this transition, all clients of ASG will be upgraded to C2's family office services model, including integrated tax and estate planning, and advanced financial planning.
‍

February 18th

Transition Overview Webinar

‍

On February 18, 2026, all clients are required to attend this webinar. During this session, Kirk and Curt will walk through each step of the transition process so you have full transparency into what will happen and when. They will explain the timeline, outline what is needed from you, and answer common questions to help ensure you feel informed, prepared, and supported as we move into the upgraded planning model together.

Next steps in your transition into the family-office model, including dates to attend a class and meet with your advisor, will be provided at this session.

‍

March 14th, 2026

Classes & Transition Begins
‍

This date marks the official start of the transition process. Beginning March 14th, all ASG clients will be invited to attend an educational class that lays the foundation for the new planning model. These sessions will help you understand how your upgraded family-office plan works, what will change, and what the transition will require from you. After attending your class, you will move into the onboarding steps, including completing your SmartForm and scheduling your meeting with a C2 specialist.
‍

Mountains covered in trees with a single road

“

For the first time in several years, I no longer have anxiety of outliving my money.”

- Christine M.

This statement was provided by a current client of C2 Private Wealth. The client was not compensated for this testimonial. The testimonial reflects the client’s personal experience with C2 Private Wealth. It may not be representative of the experience of other clients, and it is not a guarantee of future performance, success, or similar experience.