facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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.


(402) 597-9229