Client Access

My Accounts

Check your accounts at Charles Schwab, National Advisors Trust Company or Fidelity.

Call Schwab at 1-800-515-2157 to receive initial password to Web-enable your accounts. You will be asked to identify yourself and to prepare a Log in ID of between 6 and 20 characters. The Log in ID must contain at least one letter and cannot use special characters (such as !,@, &). You will then be assigned a temporary password which you will be required to change the first time you log in.

My Virtual Place

Access reports on your accounts over a secure connection. We update the reports regularly. You can also use this as a secure communications link to send us documents securely.

Before using this feature for the first time, please call Zuzana Harvis at (908) 464-0102 to receive your User ID and Password.

Contact us for more information about becoming a client.