Client Login

Client Login

Beacon Pointe

Client Logins:

Beacon Pointe Client View Portal

Beacon Pointe Client View Portal

Beacon Pointe Financial Plan Dashboard

Beacon Pointe Financial Plan Dashboard

Custodial Account

Logins:

Access Your Account(s) at Charles Schwab

Access Your Account(s) at Charles Schwab

Access Your Account(s) at Fidelity

Access Your Account(s) at Fidelity

Access Your Account(s) at TD Ameritrade

Access Your Account(s) at TD Ameritrade

24 Hour Access.
Your Accounts at Your Convenience.

Your Beacon Pointe accounts can be viewed on any platform – computer, tablet or phone.

Track Your Progress.
Your Beacon Pointe Action Plan in Motion.

Educational materials and planning guidelines are directly accessible through your personal Beacon Pointe portal.

NETWORK

Questions? We’re Always Here to Help.

Call Us

Call Us

(949) 718-1600

Email Us

Message Us

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