Client Login

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

client_login
You can now access 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.  You can still access our old portal here
tdw_logo
schwablogo
The second way to access your account data is to login directly to your custodian. We primarily use TD Ameritrade and Schwab as custodians. If you’re not sure which custodian holds your accounts, please contact your Abacus advisor or client service associate.