To access your account information online, please select the appropriate platform below.
- Client Portal – Use this link to view portfolio values and performance reporting for all investment accounts managed by CWM. (Values shown will be from the previous business day).
*Due to increased trade volume, some custodians are currently experiencing reporting delays.
- Charles Schwab accounts – Use this link to view account activity, information and cost-basis reports for accounts held at Schwab only. (Does not include performance information).
- Request Appointment – Use this link to set up an appointment.