Online access to client investment accounts can be reached through the custodians’ websites. Please contact us if you need assistance in setting up online access or have questions about navigating the sites.
Clients with assets custodied at Charles Schwab, login here
Clients with assets custodied at Fidelity, login here
Note: Online trading capabilities for clients is automatically enabled at Charles Schwab, but not at Fidelity, unless requested by the client. Also, money transfer capabilities are enabled at both custodians. While we see all client-initiated online activity within 24 hours, we request that clients notify us regarding moving money or trading so that we may adjust portfolios promptly to cover the transactions.