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1700 South El Camino Real, Suite 504, San Mateo, CA 94402

(650) 389-1031
clientcare@mavenlanefinancial.com
Online Access

The Maven Lane Planning Portal

Welcome to your secure, personalized financial hub - designed to give you a complete view of your finances anytime, anywhere. Link accounts, track progress toward your goals, and store important documents-all in one place, accessible whenever you need it. It’s designed to keep you organized, informed, and confident every step of the way.

Launch Your Portal
Link Accounts
Connect your bank, investment, and credit accounts to see everything in one place—automatically updated daily.
Track Net Worth
See a real-time view of your total financial picture, including assets and liabilities.
Secure Vault
Upload and store important documents like wills, insurance, or tax records in your encrypted Vault.
Budget & Spending
Create monthly budgets, track your spending, and categorize expenses automatically from linked accounts.
Set Financial Goals
Track big-picture goals like retirement or saving for a home—and see your progress in real time.
Mobile Access
Stay connected to your full financial picture from any device—anytime, anywhere.
Receive Alerts
Stay informed with customizable alerts for large transactions, low balances, and other key account activity.
Aggregated View
See your complete financial life in one place—from accounts and goals to budgets and reports—on a unified dashboard.
A Clearer View of Your Finances

A Clearer View of Your Finances

At Maven Lane, we believe clarity leads to confidence. That’s why we offer the Planning Portal - your personal financial command center.

Whether you're reviewing your net worth, organizing important documents, or tracking toward a meaningful goal, your Planning Portal brings everything together in one secure place. It's not just a tool - it’s an experience designed to help you feel more informed, more in control, and more empowered every day.

Explore the features at your own pace, or reach out for a guided walkthrough. We're here to support you every step of the way.

Need access? If you haven't registered for your Planning Portal, please contact us for setup instructions.

Frequently Asked Questions

Forgot Password

Forgot Password

Click the "Forgot Password" button below, enter your username (most commonly, this will be your e-mail address), and follow the prompts.


Still having trouble? E-mail us and we can send you a Password Reset link.

Forgot Password
Linking Accounts

Linking Accounts

Connecting your outside financial institutions allows your portal to stay current.

  • Live Connections: Automatically sync bank, investment, mortgage, and credit card accounts

  • Manual Accounts: Don’t have online access? Add accounts manually to build a complete financial picture

Learn How
Secure Vault

Secure Vault

Your Vault is a protected space to store sensitive documents (e.g., tax returns, estate plans) - with unlimited storage space!


Follow our Vault Guide to learn how to upload and manage files securely.


Share documents with your Advisor using the "Shared Documents" folder, or store them privately under "My Private Documents". 

VAULT GUIDE

Is My Data Safe in the Planning Portal?

Yes. The Maven Lane Planning Portal, powered by eMoney, uses 256-bit encryption, multi-factor authentication, and secure data centers to protect your information. We prioritize our clients' data security: read more about eMoney's advanced security features.


Can I Upload Documents for my Advisor to Review?

Yes! Your Advisor can view and access any document uploaded under the "Shared Documents" folder in your Vault. For documents you would like to store privately, utilize the "My Private Documents" folder instead.


What Reports Can I View or Generate?

Some of the reports you will have access to, but aren't limited to: Net Worth Summary, Cash Flow Statement, Investment Allocation, and Balance Sheet. These reports can be accessed using the "Reports" tab within your Planning Portal.


How Can I Download the Mobile App?

Access your Planning Portal anytime, anywhere, by downloading the eMoney app. Click here for detailed instructions for both iPhones and Androids.

Just Getting Started?

We’ve pulled together a helpful set of “How-to” guides to walk you through each step of your Planning Portal. Whether it’s linking accounts, uploading documents, or budgeting your expenses—we’ve got you covered.

Download the Planning Portal Resource Pack

Have a Question?

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