We have two ways for our clients to access their account data online.

The first is our new client portal. If your Abacus advisor or client service associate has sent you login information, you may login here. If you have not yet received your login information, please contact your Abacus advisor or client service associate.

The second way to access your account data is to login directly to your custodian. We primarily use TD Ameritrade and Schwab as custodians. Please click on the logo below for the firm who holds your assets. If you're not sure which custodian holds your accounts, please contact your Abacus advisor or client service associate.