Client Login

Client Login

Opal Client Portal

Your Opal secure portal for viewing your portfolio, outside assets, cash flow, and financial plan. It’s all on one comprehensive platform for real time planning and tracking.

Login to Opal client portal
Click here to request access

PORTAL ACCESS ACKNOWLEDGMENT

As a client of Opal Wealth Advisors, LLC (Company), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

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Opal Custodians

Login directly to one of our custodians to view your account.

Charles Schwab
Fidelity Wealthscape
BNY Mellon | Pershing

IMPORTANT NOTICE

You are now leaving the “Opal Wealth Advisors” website and will be entering the Charles Schwab & Co., Inc.(“Schwab”) website.

Schwab is a registered broker-dealer, and is not affiliated with “Opal Wealth Advisors” or any advisor(s) whose name(s) appear(s) on this website. “Opal Wealth Advisors” is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Opal Wealth Advisors” under which Schwab provides “Opal Wealth Advisors” with services related to your account. Schwab does not review the “Opal Wealth Advisors” website, and makes no representation regarding information contained in the “Opal Wealth Advisors” website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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Welcome to the Opal Client Portal

Our Client Portal is powered by the industry’s most comprehensive technology solution in wealth management. You can now unlock an advanced level of access that includes:

Linked Financial Accounts

A holistic view of your complete financial life in one place.

Portfolio Performance

Quick view of your portfolio and real-time market reports.

Secure Document Sharing

Safely store and share important documents with your Opal advisor.

Advisor Communication Tools

Collaborate with your advisor and client service team directly.

Two-Factor Authentication & World-Class Security

Your data is protected with industry-leading security so you can access your information with confidence.

2-Minute overview

Want to Learn More?

We’re always looking for best-in-class solutions to deliver a superior level of service to you. Our portal is just one of the many innovative resources we provide so that you have the information you need to stay on top of your portfolio.