Access your financial accounts, documents, and tools through the links below.

Client Portal Login

We partner with trusted third-party platforms to provide secure access to your investment accounts, planning dashboards, tax documents, and annuity information. Select the portal you wish to log into.

Choose a Portal

Each link will open in a new secure window.

A.

SmartVault Client Portal

A secure, centralized portal for document sharing, collaboration, and communication—designed to simplify financial and tax workflows.

Features:

Secure document upload and storage
Organized access to shared files and records
Real-time collaboration with your advisory team
Bank-level security and permissions control

B.

Schwab Alliance

View and manage your custodied investment accounts held at Charles Schwab.

Features:

View balances and holdings
Access statements and tax documents
Secure message Schwab support

C.

Envestnet

Access your consolidated financial planning dashboard and portfolio reporting tools.

Features:

Performance reporting
Portfolio breakdowns
Planning documents and shared files

Security & Privacy

We provide direct links to your account portals. You log in directly with each provider—we never handle or store your credentials.

Bullet Points:

We provide links only—no passwords stored

You log in directly with each provider

All portals use encrypted connections

Multi-factor authentication may be required by your provider

Need Assistance?

If you're unable to log in or need help locating a document, our team is here to support you.

Office Address:

6635 South Dayton Street, Suite 200
Greenwood Village, Colorado 80111

Phone:

+1 720-338-8982

Email:

craig@fiduciary-counsel.com

Common Questions

Which portal should I use?

SmartVault = tax documents and secure file sharing, Schwab = investment accounts, Envestnet = planning dashboard.

I forgot my password.

Each portal has its own password reset link. Click “Forgot Password?” on the respective login page.