Member access
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FWRD Wealth Portal
Your planning hub. View your full financial picture, track progress toward your goals, and collaborate with our firm between meetings.
Your custodian accounts
Our primary custodian for new client accounts. View balances, statements, tax documents, and account activity.
Log in to Schwab to view accounts held at Schwab, including statements, trade confirmations, and tax forms.
Log in to Fidelity to view accounts custodied with Fidelity Investments, including statements and tax documents.
Encrypted file sharing
Secure document upload
Send sensitive documents — tax returns, statements, estate paperwork — through our encrypted upload link. Files route directly to us and are never sent over email.
Independent custody
Your assets are held by a regulated custodian, separate from our firm.
Encrypted, two-step sign-in
Every portal uses encryption and multi-factor authentication.
We’ll never ask for your password
Not by phone, and not by email. If anyone asks for it in our name, don’t share it — call us.
Need help logging in?
If you've forgotten your password, been locked out, or aren't sure which portal your accounts live in, get in touch and we'll get you sorted quickly.