Secure Client Access
As a Sensible Money client, you have online access to your documents, financial projections, and live portfolio reports, which you can find by clicking on the respective login buttons below.
Your portfolio
Accounts, allocation, holdings, and what you've invested versus today's value.
Secure Sensible Money Portal
Your documents
Share files with us securely, and find every report and schedule we've prepared for you.
Secured by Box.com
Your Schwab accounts
Statements, transfers, and everything held at your custodian, Charles Schwab.
Secured by schwab.com
Your Fidelity accounts
Statements, transfers, and everything held at your custodian, Fidelity
Secured by fidelity.com
Access varies by service package Locked out or unsure? Call 480-719-7290 and we'll walk you in.