Your DVI Team & Points of Contact
Every DVI Relationship is a true partnership. Our collaborative team approach ensures your goals are understood, your strategy is coordinated, and your progress is monitored year-round. Below are the key team roles and contacts for questions, updates, or guidance on your accounts.
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Financial Calendar and Mailing Dates
Your team works year-round to keep you informed and on track. This calendar outlines anticipated reporting dates, management fee schedules, and quarterly milestones—so you know what to expect and when.
Actual timing may vary by custodian and/or holidays. Contact your Relationship Manager if you have questions about a specific mailing or invoice.
- Anytime Access: View balances, transactions, statements, tax documents, and trade confirmations anytime.
- Streamlined Approvals: Electronically approve money movements and key documents with no delays or paperwork.
- Enhanced Security: Advanced features keep your personal and financial information protected.
- Exclusive Resources: Access a wide range of educational tools, market insights, and financial resources through the Schwab Alliance Client Learning Center.
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Schwab Alliance Access
Use the Schwab Alliance button at the top of the page or click the blue Charles Schwab logo below to log in.
- New to Schwab Alliance? Contact your Relationship Manager to set up access—you’ll need your Schwab account number.
- Need help? Click here to open a step-by-step enrollment guide available for desktop and mobile apps.
- One-on-One Assistance: We can guide you through setup and navigation. Contact your Relationship
Manager to schedule a session with a DVI team member or get connected directly with Schwab Alliance.
The DVI Client Portal, powered by eMoney, is a secure, personalized dashboard that provides a real-time view of your full financial profile, allows secure file sharing, and organizes your DVI-related account documents. Benefits include:
- Centralized Documents: Access quarterly reports, billing statements, and key account documents in the Vault.
- Secure Document Sharing: Share files with your DVI team, or store confidential records in a private folder.
- Link External Accounts: Connect accounts from other institutions to view your full financial picture in one place.
- Easy Access: Join quickly via email link, with Portal overview guides available to get your started.
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DVI Client Portal Access
Use the DVI Client Portal button at the top of the page or click the green button below to log in through eMoney.
- New to the DVI Client Portal? Contact your Relationship Manager to set up access—you’ll hear from our team regarding next steps for registering your new Portal.
- Need help? We’ve created these guides that cover the Client Portal basics:
○ Account Setup Guide
○ Portal Overview
○ Using the Vault
○ Forgot Your Password?
○ NEW: DVI Client Portal Mobile App - One-on-One Assistance: We can guide you through Portal setup and assist with navigating eMoney. Contact your Relationship Manager to schedule a session with a DVI team member.
Client Disclosures
Our client disclosures explain our services, fees and costs, potential conflicts, and the standards that guide our work.
Bullet list/clickable items to open in new window:
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Tax Planning Guide
Available online and mailed in Q3, this guide offers practical checklists and reminders to help clients get ready for tax time. For personalized tax advice, please consult your tax professional.
