Menu
In this brief video, Chris from EWA provides instructions on how to access your quarterly performance report. To start, visit their website at EWA-llc.com and click on “Client” in the upper right corner. Log in to your e money account, navigate to the taskbar, and select “Vault” at the top of the page. Inside the “Orion” folder, you’ll find the quarterly performance report, which you can download as a PDF. Feel free to reach out if you have any questions, and EWA is here to assist you.
Hi, everyone. Chris here with EWA. We wanted to make a quick video to show you where to access your quarterly performance report. We’re going to send this to your vault and e money. So this video is just going to show the steps on how to access the report.
So to get started, you’ll want to go to our website. It’s EWA-llc.com. And then once you’re there, select client in in the upper right hand corner of the page. From here you can hit log into e money, enter your credentials, and then once you’re signed in, you’ll want to go to the taskbar.
At the top of the page, select vault, and you should have a new folder here titled Orion. And if you click into the folder, the quarterly performance report will be there waiting for you to download.
So just click it. You can then click download the original file here, and you’ll have a PDF version of it to keep for your records. Let us know if you have any questions. Happy to help. Thanks.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Investments in securities and insurance products are not insured by any state or federal agency.
To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.
*See reference 1 and reference 2 for more information about the above-mentioned statistic.
COPYRIGHT 2024 EWA, LLC. ALL RIGHTS RESERVED
