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

Note:  As of 12/16/2022, our portal look and feel is getting an upgrade.  Need help finding your way around?  Navigation Map

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!

 

 

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Direct Custodial Access

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

 

 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 

 

 

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Disclosures