Online Account Access & Resources

Addis Hill provides 24/7 online access to your portfolio information and planning tools through our secure client portal. Use the links below to view performance and holdings, access statements and tax documents, and review key financial information. You may also log in directly with our custodian (Schwab) to view account details and activity.

Addis Hill Client Portal

Access your account dashboard to view performance, holdings, and advanced reporting features. You can also use the document vault to securely upload and access documents shared with our team.

Need help logging in?

Schwab Alliance

Log in to Schwab Alliance to view your accounts, download statements and tax documents, and manage your account information and preferences.

Need help logging in?

Need help logging in?   Call 610-688-9500 or email us.

Portal Disclaimer
By accessing Addis Hill’s secure client portal, you acknowledge that you have previously accepted the portal access terms. You elect to participate in password-protected access to information made available through Addis Hill’s website and related systems. This access is provided to clients at no charge and will remain available unless you cancel it in writing. The password-protected section is intended solely to provide access to information specific to your account(s). You are responsible for maintaining the confidentiality of your login credentials and agree not to share your username or password with any other person. You agree to hold Addis Hill harmless from any adverse consequences resulting from your failure to keep your login credentials secure.

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Calls will be made between 9 a.m. and 5 p.m. Monday through Friday. All times are Eastern. We will reach out by phone or email to confirm a time with you.

Please don’t include account numbers or other sensitive financial information in this form.