Client Logins

Client Portal
Login

Client Portal Login
WealthCrossing Client Portal

You are now leaving the WealthCrossing website and will be entering the WealthCrossing client portal. By selecting the “Client Portal Login” button, you elect to participate in the password-protected access portion of WealthCrossings’s client portal. Your participation will allow you to review certain investment-related information published by WealthCrossing and unaffiliated third parties. This password-protected access is made available to clients of WealthCrossing free of charge. The password-protected section is a secure website intended only to allow client access to certain account information. This authorization continues until canceled in writing.

Schwab Alliance Login

Schwab Alliance Login
Schwab Alliance Website

You are now leaving the WealthCrossing’s Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with WealthCrossing or any advisor(s) whose name(s) appears on this Website.

WealthCrossing is independently owned and operated. Schwab neither endorses nor recommends WealthCrossing. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with WealthCrossing under which Schwab provides WealthCrossing with services related to your account. Schwab does not review the WealthCrossing Website and makes no representation regarding the content of the Website. The information contained in the WealthCrossing Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. ©2025