My Account

Enjoy the ease of accessing and monitoring your portfolio online 24/7

Enjoy the ease of accessing and monitoring your portfolio online to gain a complete picture of your financial portfolio right when you need it. For help signing into any of the following sites or if you have questions or concerns, contact us.

Financial planning and investment portals

Investment portfolio portal

Sign into the portal to view your portfolio’s performance data and real-time account holdings information — a convenient and secure way for our investors to monitor their financial portfolios. Log in | Android AppiOS App

  • For formerly Redwood Wealth Management clients: Log in

Avid client portal

Access your Avid account by signing into the platform. There you can view your portfolio information, performance data and financial plan. Select your custodian: Schwab | TD Ameritrade

MyStoryboard interactive financial planning

Rehearse life’s scenarios with MyStoryboard, our interactive planning platform designed to bring your financial future to the forefront. Log in


Custodian portals

Schwab Alliance Client Login

Log in to manage your Schwab accounts.

TD Ameritrade Client Login

Log in to manage your TD Ameritrade accounts.

Fidelity Client Login (formerly Redwood Wealth Management clients)

Log in to manage your Fidelity accounts.


Retirement plan participant portal

Your retirement plan portal

For participants of retirement plans that use Wipfli LLP third-party administration services. Provides account balances, account summaries and more. Log in 

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