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Client Login

Motive Client Portal

Our portal provides you with 24/7 access to a consolidated view of your complete financial picture and plan. All of your assets, accounts, liabilities, policies, credit cards, and key financial documents are securely aggregated and available to view from any of your digital devices.

Download Apple iOS app  |  Download Android app

MOTIVE PORTAL LOGIN


Charles Schwab

Access your Schwab account statements, trade confirmations, tax forms, and more via the web login or mobile apps. 

Download Apple iOS app  |  Download Android app

CHARLES SCHWAB LOGIN


Fidelity Investments

Access your Fidelity account statements, trade confirmations, tax forms, and more via the web login or mobile apps.

Download Apple iOS app  |  Download Android app

FIDELITY INVESTMENTS LOGIN