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Client Access

Resources and tools.

As a client of Wealth Engineers, you have access to a suite of secure, industry-leading tools to assist with your financial plan and your investment portfolio.  Should you have questions or need assistance, please don’t hesitate to email or call us.

Client Portal

Review and track action items, share documents, and communicate with us using the Wealth Engineers Client Portal:

Planning Portal

Securely link your accounts to view your entire financial life in one place and collaborate on your plan with the Wealth Engineers Planning Portal:

Investment Portal

View portfolio and holdings performance, asset allocation, fee statements, and other reports with the Wealth Engineers Investment Portal:

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Schwab Alliance

Schwab Alliance by Charles Schwab & Co., Inc. provides secure access to your accounts. This replaces your previous AdvisorClient access.

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Additional Resources

SchwabAlliance.com Access

To set-up account access, please review the instructions detailed here.

To provide view-access of your Schwab accounts to another individual, please review the instructions detailed here.

Reviewing Your Client Reports

Your portfolio’s asset allocation is the primary driver of both its risk and its return profile. This makes it one of the most important factors to monitor and analyze on an ongoing basis.

Accordingly, the Asset Allocation – Current vs Target widget on your Investment Portal is designed to illustrate your actual asset allocation versus your target so you can see exactly where you stand. The widget provides both a visual pie chart comparison and a detailed table for each broad asset class within your portfolio.

The widget is a similar (albeit simplified) version of the type of data that I analyze for your portfolio throughout each year. This analysis centers around reviewing your portfolio for rebalancing needs related to market fluctuations, security cash flows, and portfolio contributions and withdrawals.

Note: If your IPS had not been signed and/or your Wealth Engineers portfolio was not implemented (or in transition), the target allocation pie chart in your Asset Allocation – Current vs Target widget may not represent your actual IPS portfolio.

Your monthly fee statement is also available in your Investment Portal Vault. This is not a bill and no action is required on your part. Per our Investment Advisory Agreement, the fees outlined in your statement are automatically debited from your investment account. You are encouraged to review this statement alongside your monthly custodian account statement.

Note: Accounts are billed based on their final balance at the end of each month. Thus, if your account was not funded by the final day of the month, no fee is assessed for that month and that account will not be included on your fee statement.