SECURE CLIENT ACCESS
Securely log in to view your portfolio, statements, and account information through our trusted custodian partners.
Access your Charles Schwab accounts, view statements, and manage your investments securely.
Access Charles Schwab →
Access your Fidelity accounts, view portfolios, and securely manage your financial information.
Access Fidelity →For your protection, always verify you are on the official Charles Schwab or Fidelity website before entering your login credentials. Never share your account information with anyone, and contact us immediately if you suspect any unauthorized access to your accounts.
