Custodian Logins

Charles Schwab

IMPORTANT NOTICE: By using the below link you will be leaving the Laney Wealth Management website and will be entering the Charles Schwab website.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

Fidelity

IMPORTANT NOTICE: By using the below link you will be leaving the Laney Wealth Management website and will be entering the Fidelity website.

The Fidelity Investments account portal allows you to manage your portfolio, trade securities, and handle banking tasks. Key features include tracking real-time balances, viewing performance, trading stocks/ETFs/mutual funds (often with commission), transferring money, and accessing tax documents. It also offers tools for financial planning, such as “Full View” for budgeting and monitoring net worth.