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 

OneBite Blog

market-reflections-for-fourth-quarter-2017
Check your eligibility for the new public service loan forgiveness waiver

Feb 16, 2022

A temporary waiver may provide public service loan forgiveness for previously ineligible borrowers.

Tags: Life

By: Wesley Gallenberger

market-reflections-for-fourth-quarter-2017
Markets climb despite uncertainty and volatility: reflections for fourth quarter 2021

Jan 08, 2022

In the fourth quarter of 2021, global stock markets largely advanced to close out the year firmly ahead, despite renewed economic uncertainty and market volatility stoked by the COVID-19 omicron variant. Inflation, and the Federal Reserve’s monetary policy outlook, also remained front and center for investors during an eventful quarter.

Tags: Markets

By: Rafia Hasan

market-reflections-for-fourth-quarter-2017
Should you delay Social Security? 5 strategies to consider

Dec 15, 2021

At what age should you claim Social Security benefits? Should you delay? These five Social Security strategies can help you make the right decision.

Tags: Life

By: Burke Hallam

See More Blog Posts