To access your accounts at:

Schwab Alliance
Charles Schwab & Co., Inc.
Provides access to financial information and client accounts

Fidelity Investments
Provides access to financial information and client accounts

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Wealth Management Advisors, LLC utilizes the services of Fidelity Investments and Charles Schwab & Company for the custody of your securities and for trading and record keeping.

Client accounts are held at Fidelity or Charles Schwab in the client’s name, ensuring clients remain in complete control of their own assets while Wealth Management Advisors advises on the overall investment management. Our clients benefit from this relationship by receiving regular monthly statements from either Fidelity Institutional Wealth Services or Charles Schwab Institutional (both divisions of their larger Companies). Clients can also securely access and view their accounts via the Wealth Management Advisors website which is linked to both Fidelity and Charles Schwab.

Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit

Charles Schwab & Company, Inc., one of the nation’s premier financial services providers. Founded in 1973 and now publicly traded, The Charles Schwab Corporation (NYSE:SCHW) provides brokerage, banking and investment-related services to consumers and businesses. Schwab Institutional Services provides investment services and support to independent investment advisors and company plan sponsors. For more information about Charles Schwab & Company visit

Fidelity Investments, Fidelity, Fidelity Institutional Wealth Services are registered trademarks of Fidelity Investments. Charles Schwab and Charles Schwab Institutional are registered trademarks of The Charles Schwab Corporation.

Wealth Management Advisors LLC is a privately owned firm and not employed by or an agent of either Fidelity Investments nor Charles Schwab & Company, Inc.


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