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Client Access & Portals

Your accounts are held at Charles Schwab, Fidelity, Altruist — in your name, not ours. Log in directly with your custodian below, or send us documents securely.

Questions? Contact us

Secure Document Upload

Send us statements, tax documents, or anything else you’d rather not email as an attachment. Encrypted end to end.

Upload documents

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Charles Schwab

View balances, positions, statements, and tax forms for accounts custodied at Schwab.

Log in to Schwab

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Fidelity

View balances, positions, statements, and tax forms for accounts custodied at Fidelity.

Log in to Fidelity

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Custodian portals are operated by those firms, not by Vertical Wealth Management. When you follow one of these links you leave this site and are subject to that firm’s terms and privacy policy.

Trouble getting in?

Call us at (757) 490-7833 or email mark@verticalwealth.com. Carole or Sheri will get you sorted.

Turn “We’ll Figure It Out” Into “Here’s The Plan.”

With Vertical Wealth Management, you’ll talk about retirement like you’ve been preparing for it for years—because you have. Schedule a 15-minute introductory call to learn how our fiduciary team can help align your wealth with your retirement goals.

No calendar link. No automated sequence. A real conversation or nothing.