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Client Logins

We are excited to provide you with two robust online platforms, made with you in mind. Charles Schwab Alliance & Envestnet are now available to all interested clients. Access the login portals for both platforms below. 




Schwab Alliance Portal


  • View live balances for your Charles Schwab accounts
  • Go paperless and choose which documents you wish to receive from Charles Schwab
  • Update your contact information
  • Research your investment holdings
  • Sign paperwork electronically via DocuSign




Envestnet PortaL


  • View all financial accounts in one place
  • Aggregate external accounts such as bank accounts, 401(k)s, credit cards, etc.
  • See your overall financial plan
  • Create customized reports
  • Secure document vault
  • See instructions on using this platform below



Questions? Feel free to reach out to us directly.

TELEPHONE

(402) 597-9229

EMAIL

info@yourcenterpoint.com