My Account

Enjoy the ease of accessing and monitoring your portfolio online 24/7. If you need help signing in to any of the following sites or if you have questions or concerns, contact us.

Financial Planning And Investment Portals

Investment Portfolio Portal
Sign in to the client portal to view your portfolio’s performance data and real-time account holdings information.

iPad® App - Investment Portfolio Portal
Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad® is a convenient and secure way for our investors to monitor their financial portfolios.

MyStoryboard - Interactive Financial Planning
Rehearse life’s scenarios with MyStoryboard, our interactive planning platform designed to bring your financial future to the forefront.

Discover Your Moneymax Personality Profile
Learn which traits are assets and which traits could block your success and peace of mind.
Company code: CBGGJBCAAM

Custodian Portals

Schwab Alliance Client Login
Log in to manage your Schwab accounts.

TD Ameritrade Client Login
Log in to manage your TD Ameritrade accounts.

Retirement Plan Participant Portal

Your Retirement Plan Login
For employees of retirement plan clients that use Wipfli LLP third party administration services. Provides account balances, account summaries and more.

OneBite Blog

You're in Health Care — But Have You Thought About Yours in Retirement?

Apr 12, 2018

You’ve dedicated your career to improving the health of others, but how often do you consider your own health care needs and what they’ll look like after you retire?

Tags: Health

By: Jordan Lochner Mills

Market Reflections for First Quarter 2018

Apr 11, 2018

How did the markets fare for long-term investors in the first quarter of the New Year? Don't miss our recap.

Tags: Markets

By: Rafia Hasan

Sailing With the Tides

Apr 04, 2018

In the face of market volatility, it takes discipline not to veer from your long-term plan. The key to staying focused and tuning out the noise? Having a strong navigator:

Tags: Markets

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