Client Account Access
Get to all of your accounts from one place! In the first tab you can access your Modern Wealth Client Portal. In the second tab you'll find our other planning tools like Fidelity, Charles Schwab, RightCapital, eMoney, and Liscio.
Client Logins for Locations
Some of our locations have specific client portals for their office. If you are a client of any of the offices below, click the office to find a link to your client login.
Boise, ID Calabasas, CA Campbell, CA Saginaw, MI
Registering?
Click the button below and follow these prompts.
- Click on “Create Login”
- Enter your email address as Username
- Enter your Social Security Number and Date of Birth for verification purposes
- *NOTE: client portal logins are at the “household” level and the default verification could be linked to either spouse’s information. If you need assistance, please call our office.
- Click the box next to “I’m not a robot”
- Click “Create Login”
Use these links to access your preferred application or website.
Fidelity
Website | Apple App | Android App
Having issues logging into Fidelity? Use this resource guide.
Charles Schwab
Website | Apple App | Android App
For login/password issues please call Schwab at 800-515-2157. Modern Wealth is not able to assist clients with their logins due to privacy issues.
eMoney
Advyzon
RightCapital
Website | Apple App | Android App
Liscio