Client Account Access Page

If you have engaged WBH Financial Services for Wealth Management services there are links to Charles Schwab, the custodian we use to hold your investments. We recommend you use the links to Advyzon because it provides reports illustrating the performance of your portfolio held with us. In addition, Advyzon has a vault where the monthly reports we publish for your account, fee billings and statements that are produced by Charles Schwab are archived. The reports from Charles Schwab include the end of year tax reports that are mailed to you annually. Several of our clients have investments held with custodians other than Charles Schwab. Data from these accounts are included in the reporting from Advyzon.

If you have engaged WBH Financial Services for Financial Planning services, there are links to two different Financial Planning packages. Each package has differing strengths, during our “Get Organize” meeting you will be assigned to the package that best fits your situation.

If you engage WBH Financial Services for both Wealth Management and Financial Planning services, you will be granted access to the applications for both.

Your accounts will be set up for you to use at your discretion as long as you are a client in good standing with the firm. We reserve the right to terminate access to these services at any time. When you first access your account(s), there will be instructions on how to set up a password. We do not have access to any of the passwords you set up on your account. Should for some reason you need to reset a password, each site has instructions on how to reset your password.