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.
2025 Tax Packets
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.
Campbell, CA Saginaw, MI Public Safety Financial
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.
PLANNING TOOLS
RightCapital
Website | Apple App | Android App
Liscio
Website | Apple App | Android App
eMoney
Advyzon
CUSTODIANS
Fidelity
Website | Apple App | Android App
Having issues logging into Fidelity? Use this resource guide.
Pershing
Charles Schwab
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.
IMPORTANT NOTICE You are now leaving the Modern Wealth Management Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Modern Wealth Management or any advisor(s) whose name(s) appears on this Website. Modern Wealth Management is/are independently owned and operated. Schwab neither endorses nor recommends Modern Wealth Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Modern Wealth Management under which Schwab provides Modern Wealth Management with services related to your account. Schwab does not review the Modern Wealth Management Website, and makes no representation regarding the content of the Website. The information contained in the Modern Wealth Management Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.