Client Account Access
Get to all of your accounts from one place! Below you will find information on accessing your Modern Wealth Management Client Portal, our Financial Planning Tool (RightCapital), Charles Schwab, Liscio, and CPA Charge accounts.
Click below to view a consolidated list of your accounts online!
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”
Login to Your Fidelity Account
Click below to view your Fidelity account.
Having issues logging into Fidelity?
Click below to view a consolidated list of your Charles Schwab accounts online!
For login/password issues please call Schwab at 800-515-2157. MWM is not able to assist clients with their logins due to privacy issues.
Click on the link below, and fill out the requested information.
Current RightCapital Users
Log in to our financial planning tool, RightCapital, here.
Click below to start your plan.
Login to Your Liscio Account
Click below to view a consolidated list of your Liscio accounts online!