Client Access
Access your accounts anytime
Your accounts are held directly with Charles Schwab or Fidelity, not with our firm, so you always have direct access to your own balances, statements, and performance.
Charles Schwab
Log in to view balances, statements, and performance on your Schwab-held accounts.
Log in →Fidelity
Log in to view balances, statements, and performance on your Fidelity-held accounts.
Log in →Not sure which custodian holds your accounts, or need help logging in? Reach out and we'll point you in the right direction.