Welcome to the New 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:
- Linking financial accounts for a holistic view of your complete financial life
- Quick view of your portfolio performance and real-time market reports
- Ability to safely store and share important documents with your Opal advisor
- Communication tools to collaborate with your advisor and client service team
- Two-factor authentication and world-class security to ensure your data is safe
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. Want to learn more about the many benefits of the Opal Client Portal? Watch the video below.
New Opal Client Portal
Your new 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. Click here to request access.
Login to new client portal
Login directly to one of our custodians to view your account.Charles Schwab Fidelity Wealthscape BNY Mellon | Pershing
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.
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.