Secure Access to Your Account Information
Use the links below to securely access reports, documents, and account information related to your HFM account.
Protecting your information
Please help protect your personal information by keeping your login credentials confidential and logging out of your browser when you are finished.
If you need assistance at any time, please contact our office.
Client Portals
There are two client portals available to HFM clients. The HFM Client Portal allows you to securely access your HFM reports. If you would like access to the HFM Client Portal, please contact our office. A link to Schwab Alliance, the client portal for Charles Schwab & Co., Inc., is provided here for convenient navigation to their site. As an HFM client, you have unlimited access to both portals.
Schwab Alliance
Access custodial account information for accounts held at Schwab.
Schwab-issued login required.
HFM Client Portal
Access HFM reports, documents, and notifications.
Login required. Contact our office if you need access.