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

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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Cyber Security and Identity Protection - This is a Team Sport!   

We highly encourage you to review these guidelines and reach out directly with questions. Protecting your identity and the security of your personal information is of utmost importance as we work to partner with you to prevent fraud.

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Direct Custodial Access

 

For our clients that have accounts at TD Ameritrade, here's everything you need to know about the upcoming migration to Schwab over Labor Day weekend (2023).   

• Schwab Alliance - Schwab Login Assistance: 1-800-515-2157 for Direct access to your accounts at Charles Schwab & Co, Inc. ("Schwab")

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Disclosures