From anywhere at any time.

At IMA Wealth we want you to have access to your information, your account, and your future.

IMA Wealth Direct

A smart efficient way to set up and manage a portfolio

IMA Wealth Client Portal (Wealth Accounts)

Anytime access to view your accounts, share documents, receive alerts and connect with your IMA Team.  ―  Connect now by clicking Sign In below

Charles Schwab Alliance Account

IMA Wealth offers this as a premium service designed to complement the expertise and the personal advice of your advisor.

Login to your Charles Schwab account below:

Fiduciary Briefcase (Retirement Plans):

The Fiduciary Briefcase™ affords your Committee 24/7 access to pertinent plan information, meeting summaries, newsletters and so much more―  Connect now by clicking Sign In below