Client Access
Client Portal
Secure access to account custodians, planning tools, statement resources, and personal financial management portals.
Login Destinations
Choose your platform.
These links open third-party websites for client account access and planning resources.
Schwab
Client portal access for Charles Schwab accounts.
Open login 02Fidelity
Secure access for NFS and Fidelity accounts through Wealthscape Investor.
Open login 03Pershing
Client portal access for Pershing accounts through NetXInvestor.
Open login 04eMoney
Financial planning tools and portal access for your investment strategy.
Open login 05CIRStatements
Brokerage and managed account statement access and reporting.
Open login 06Personal Financial Management
Access personal financial management tools for goal-focused planning.
Open loginThe information provided through these links is offered as a courtesy. JW Investment Partners does not control these third-party platforms.