Client Login

Wealth Management

Charles Schwab

Access and view your Charles Schwab account here.

Login

Orion

Click here to access your integrated platform to view all account balances.

Login

Why We Use This:

ShareFile provides a secure, compliant hub for exchanging large statements and sensitive documents with bank-grade encryption—ideal for ongoing transfers and long-term storage.

  • Secure file upload & download (large files supported)
  • Organized, persistent folders for statements & reports
  • Audit trails & permissioned access
  • Simple link-based sharing with our team
  • Long-term document storage & retrieval

ShareFile – Helpful FAQs

Getting Started
  • How do I sign in? Use our WM ShareFile link, enter your email, and follow prompts. First-time users will receive an invite to set a password.
  • Forgot your password? Click “Forgot Password” on the sign-in page. You’ll get a reset email in moments.
Uploading & Downloading
  • Upload securely: Drag-and-drop into your “Shared Folders” or use the Upload button. Large files are supported and encrypted.
  • Download or preview: Click a file to preview; use the actions to download or print as needed.
Access & Sharing
  • Missing a folder? Access is permission-based. Tell our team and we’ll grant or re-share access.
  • Send files to us: If you received a secure upload link from our team, you can upload directly without signing in.

Tax Accounting

For any outstanding invoices:

Welcome to Your Client Login.

A seamless, secure, and efficient way to work with us.

Why we use this now:

Canopy centralizes documents, e-signatures, tasks, messages, and billing—reducing email back-and-forth and giving you real-time visibility into what’s next.

  • Upload & access documents
  • E-sign documents
  • Track tasks & deadlines
  • Communicate with our team
  • Review invoice & payment history