Access Your Financial Accounts
Abacus Planning Portal
Access all your accounts in one place for a complete picture of your financial well-being, updated automatically each day.
Download the Planning Portal Overview
Abacus Investment Portal
Access your investments through the investment portal.
For planning clients, we recommend viewing your investments through the Abacus Planning Portal.
If you have not yet received your login information, please contact your Abacus Advisor or Client Service Associate.
You may also access your account data by logging directly into your custodian, Charles Schwab & Co., Inc. (“Schwab”). For guidance on accessing your accounts with your Schwab login, please contact your Advisor or Client Service Associate.
*Note: All client accounts held at TD Ameritrade have been transitioned to Schwab as of September 5, 2023. This transition is a result of Schwab acquiring TD Ameritrade.
For more information, please see our FAQ blog about the TD to Schwab transition.