Client Login


While we stand by ready to assist at almost any time, we also welcome you to a suite of specialized financial tools as well as access to your plans, accounts, budgets and projections at your leisure. We are happy to configure your online access to your liking. Options range from simple account viewing, statement and tax form downloads, and performance review to what-if analysis, budgeting projections, cost basis data and your financial plan's projections.  Your information is secured "at rest and in motion" meaning that your data is encrypted where it is stored and while in transit during uploads or downloads.  

 

Astoria Client Portal

Your Login ID is your Astoria Strategic Wealth Standard ID   Need Help Logging In?  Portal Access Instructions

Please note that any requests for fund disbursement, trade instruction, beneficiary change requests, email, address or phone updates will be verified via multiple channels of communication to authenticate the request, and to protect your resources and identity.  Preventing fraudulent activity is a team sport!


Directly login to your accounts at your custodian to set account preferences, update your account profile information and manage security settings.  Find out more about Safeguarding Against Identity Theft

 

Direct Custodial Access


 Need help logging in for E-Delivery confirmation?  Login Instruction and Communication Preference Changes (Effective 7/2022)


 

Schwab Alliance - Schwab Login Assistance: 1-800-515-2157 

 

 



Disclosures

The links on this website are provided as a convenience and a link does not imply that our firm approves or endorses any of the websites. By clicking on a link, the viewer will be leaving the Astoria Strategic Wealth website. Astoria Strategic Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Astoria Strategic Wealth's web site or incorporated herein. All such information is provided solely for convenience purposes only.