WBC Client Log-In
If you need assistance accessing your client portal, please contact our office.
Client Portal
Review your holdings, portfolio performance, WBC newsletters, and view your invoices.
Portal Overview
Custodians
* Remember to use two-factor authorization on your custodian accounts for added security
planning
Helpful Tools
For clients with Fidelity accounts
Log into Fidelity (always use two-factor authorization) and find many useful retirement and planning tools under the Planning & Advice heading.
For clients with Schwab accounts
Log into Schwab (always use two-factor authorization) and find many useful retirement and planning tools under the Calculators & Tools heading.
