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Wealth Management Client Logins

Accessing your account

The Opes Client Portal is a secure online gateway provided to our clients, which features a dashboard where account balances, recent transactions, holdings and more can be viewed easily and securely. Here, Opes quarterly portfolio reports can also be accessed. The client portal also serves as a secure repository for storing all of one’s important financial documents all in one place, such as trusts, wills and tax returns.

For added convenience, the portal is also accessible on the iPad. Click here for iPad setup instructions.

Opes Client Portal

 

Opes Advisors has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively. Charles Schwab & Co, Inc. (“Schwab”) has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.

Client Login for Alliance

 

These materials have been independently produced by Opes Advisors Inc. Opes Advisors Inc. is independent of, and has no affiliation with Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Opes Advisors Inc. provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.