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 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.