Client Access Center

Blueprint 360 – Client Portal

Powered by eMoney, the Blueprint 360 Client Portal is a money management system made available to clients who desire to see the entire picture for the first time. See what's happening with all your accounts – checking, savings, investments, retirement, and insurance – at any moment of the day. Upload your budget and monitor expenses in real time. Utilize the research center and financial calculators to further your education while storing important documents in the client vault.

Note: The Blueprint 360 client portal is a read only service; you cannot move funds between accounts, out of any account or pay bills using the portal. Download User Guide

For client accounts held directly at Schwab, please log in to your Charles Schwab account to manage your financial portfolios in an efficient and user-friendly environment. You can access your balances, portfolio holdings, account activity, statements, cost-basis information, and more here. Follow the link to register for account access. All you need is your account number. Be sure to download the mobile app. Search Schwab Mobile® in the app store.

Individuals who are Penn Mutual policy/contract owners can register for and use Penn Mutual’ s Client Service Center. Here you can review your account status, make changes, retrieve statement, and more. Unfortunately, they cannot accept registrations from entity-owned policy/contract owners such as corporations, trusts and pensions.