Access Your Accounts
To access your accounts, please choose from the following three client log-in portals.
Copperwynd Financial
Planning Portal
This will provide you access to your personal financial plan and investments, print financial reports, and help you keep your financial resources organized.
Copperwynd Financial
Performance Portal
Access to this site provides detailed performance information
for your Copperwynd-managed investments.
Charles Schwab Institutional Website
This will provide you access to your the Charles Schwab website including your accounts, providing you the ability to track investments, and review documents.
If you should have any problem logging on to your account, please contact as at 480-348-2100.
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