Need Help Accessing Your Account?

If you're having trouble logging into or viewing your account, we're here to help. Feel free to contact us for assistance.

If you've forgotten your username or password, you can recover your credentials by following the instructions on your custodian's login page:

• Charles Schwab: Follow the steps on the Schwab password recovery page.
• Betterment: Follow the steps on the Betterment password recovery page.