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Account Login

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Wealth Management Clients

Opes wealth management clients can login to their Charles Schwab and Opes Portal account using the links below. By clicking on these links, you are acknowledging the disclaimers outlined below.


Schwab Portfolio Login
Opes Portal Login


As a client of Opes Wealth Management, by selecting the Login button, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.


I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

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