Client login
You log in to a few different places, so we keep the links in one spot. Pick where you are headed below. Each one opens the provider's own secure login in a new tab.
Your accounts
Where your money is held, in your name.
Balances, statements, and activity for accounts held at Fidelity.Link to confirm
Balances, statements, and activity for accounts held at Charles Schwab.Link to confirmYour plan and documents
Your written plan and the papers that go with it.
Your financial plan and your accounts in one view, plus your document vault.Link to confirm
Your estate documents, your beneficiaries, and where they are kept.Link to confirmInsurance and annuity carriers
Your policies and annuity contracts sit with several carriers.
Each carrier runs its own login, and your policies and annuity contracts may be spread across a few of them. Tell us which one you need and we will send you straight to the right place.
Not sure where to log in?
Call or email and we will walk you to the right login. If you have not set up an account yet, we will get you started.
Your accounts are held in your name at Fidelity or Charles Schwab. We can see them and act on your instructions. We never hold your money ourselves.
This page is for current Waypoint Wealth Services clients. Every link opens the provider's own site in a new tab. New to Waypoint? See our firm.