Client Portals
Your direct access to every C2 tool, all in one place. Sign in to your investment account, upload documents securely, connect with your CPA team through Truss, submit your retirement date, and access SPAcademy.
Client Account Portal
Your C2 Client Account Portal is powered by eMoney. Use it to view your linked financial accounts, including your 401(k), and stay connected to your overall financial picture.
Secure File Upload
For any document containing personal identifiable information Social Security numbers, account numbers, bank details, or financial statements this is the only channel we use. Never send sensitive documents by email. Use this portal to securely exchange files with your C2 team in both directions, and to upload account statements before your first meeting.
Submit Your Retirement Date
Once your retirement date is confirmed, submit the Retirement Date Form so our team can coordinate your transition and schedule your Pre-Retirement Call.
Tax / CPA Client Portal
Truss is the secure hub for everything between you and your C2 CPA team. Upload tax documents, respond to requests, review completed returns, and exchange files all in one place. This is your primary connection to the tax team, especially during tax season and throughout the year as your plan evolves.
SPAcademy
SPAcademy is C2's dedicated education platform for clients and their families. Courses cover retirement income strategies, financial literacy, responsible wealth stewardship, and next-generation planning. Built to help you and the people you care about understand the plan, the math, and the decisions behind it.
Did something change? Life events such as retirement, marriage, divorce, the birth of a child, the loss of a spouse, an inheritance, a job change, or any major financial decision can affect your plan in ways that matter. Please notify your C2 team as soon as possible so we can review your plan and make sure everything stays on track. Reach out to us at service@c2privatewealth.com. We are here to help.