Account Access

Securely log in to your accounts through any of the portals below.

Each portal uses its own secure login. Sheppard Mosher does not store your portal credentials. If you need help accessing your account, please call us at (585) 396-0926.

Your Portals

All your accounts, one place to start

Select your portal below to securely access your investment accounts, financial plan, or wealth reports.

W INVESTOR

Wealthscape (NFS)

Access your NFS brokerage account statements, positions, and history.

charles SCHWAB

Charles Schwab

View your Schwab account balances, transactions, and documents.

Black Diamond

Review your performance reports and portfolio analytics.

RightCapital

Access your comprehensive financial plan and retirement projections.

Need Help?

Can't access your account?

We're happy to help you get logged in or answer any questions about your accounts. Just give us a call or send us an email.

clientservice@sheppardmosher.com | (585) 396-0926