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At Echelon, we know that confidentiality, security of information and account accessibility are important to you.

Our clients can rest assured that when they use our state-of-the art platform, they will benefit from responsive,

user-friendly technology and that their information is secured by a robust technical infrastructure.

And of course we are always available to discuss your investment holdings and answer any questions you may have.


To review your account information please Login with your unique Username & Password.

Enroll now in our InvestorFirst website and never worry about where to store your account statements and trade confirmations. Also you will receive your statements and trade confirmations sooner than mail.

Login to elect electronic delivery and enjoy the benefits of:

  • EASY TO ACCESS         





Reset Your Password, please click below and send us your request with 'Rest Password" 'in the subject line.

To request a Login ID, you can fill out the form and email to  

Within 24 hours you will receive an email with your User ID and Password.

Consolidate Your Investments - Enhance Your Returns

Consolidation allows you to:

  • view your full financial picture 

  • elliminate any duplication within your investments

  • review one statement for all your investments instead of various reports from the different institutions which is hard to monitor

  • receive the monthly information at the same time instead of on separate intervals which makes it hard for you to track

You do-not have to sell or incur any cost to consolidate. Let us help you organized your financials.

Click below or call us to inquire how to combine your investment accounts. 

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