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Client Access

Client Portal

Client Portal

Montage Financial Advisors has a client portal and mobile app. This personal financial website allows our clients to view their investment holdings, performance reporting, and more. You can access by selecting the button below.

Go To Client Portal
Charles Schwab

Charles Schwab

To access your Charles Schwab accounts select the button below.

Go To Charles Schwab

Montage Financial Advisors (MFA) helps you access the information you need to make informed decisions - whether that be via your personal financial website or easily logging in to your investment accounts at your custodian.


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

laurie@montageadvisors.com | (408) 778-8571