Client Logins

Financial Dashboard Login

Login to the Financial Dashboard for an overview of your finances along with outside accounts we've synced. You'll also have access to your goals and budget within the dashboard as well.

I don't recommend your Dashboard for viewing investments or tracking performance. I recommend doing this through the Client Portal (it's a much better layout and always up to date).

Charles Schwab Login

Login to the Charles Schwab website for updating your personal information, (email phone number, address, etc) and beneficiaries.

I do not recommend the Charles Schwab website for viewing investments or tracking performance. I recommend doing this through the Client Portal (it's a much better layout and always up to date).

Client Portal Login

You can view your porfolio as a whole or by account. Your performance is tracked from quarter-to-date, year-to-date and since inception. This is also where you will download your quarterly performance reports.

Need Extra Help?

Are you having trouble with your logins? If so, shoot us a message or give us a call. We are happy to help.

Latest Blogs

May 01, 2024

What We've Learned in a Decade of Retirements

The last decade has seen some major changes and events, but a lot remains the same. Reflecting on 10 years in business at NextGen Wealth has been a remarkable experience. We’ve accomplished so much, but there’s still much more to come! We’ve continua...

April 16, 2024

The Widow's Penalty and How to Avoid It

Losing a spouse is awful, and getting hit with a larger tax bill only makes things worse. Thinking about death is never fun, but failure to plan could mean serious tax issues for a surviving spouse. This is what’s often called the “widow’s penalty.” ...

April 01, 2024

Beyond Roth: Voluntary After-Tax Contribution Benefits

Are you looking for a way to supercharge your retirement savings? You might want to look into after-tax contributions to your 401k. Larger employers offer this option more often, but some smaller employers may also offer it. After-tax contributions c...