Client Websites


Review consolidated portfolio and performance information for all of your accounts under Sindrich & Associates management.

Set up & Reset Instructions - please download or open to access links

Financial Planning Client Portal

The Sindrich and Associates financial planning client portal provides an "all-in-one" solution for helping you organize your financial information.

Part of this solution includes a client Vault which provides a secure portal for clients to upload documents to securely.

Charles Schwab

Clients utilizing investment solutions custodied at Charles Schwab can view their accounts here.

Charles Schwab Client Learning Center

Here, you can learn more about how your financial advisor and Schwab work together to serve you. You'll find information on everything from opening an account to getting online access to protecting your information online.

eWealthManager provides access to AssetMark portfolio information and Quarterly Performance Reviews and custodial statements through AssetMark Trust Company.

Custodial statements through TD Ameritrade Institutional.


Wealthscape Investor  is an online system to help manage your entire NFS brokerage portfolio from a home or office computer via the internet 24 hours a day, 7 days a week.

  • Obtain delayed quotes
  • View positions and account balances
  • View account history
  • Obtain market data (delayed quotes, news, charts, company profiles)
  • Calculator

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Sindrich & Associates, Kestra IS or Kestra AS makes no representation as to the completeness or accuracy of information provided at these web sites, and is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.