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.

Charles Schwab Alliance Account

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

Fiduciary Briefcase
(Retirement Plans):

The Fiduciary Briefcase™ affords your Committee 24/7 access to pertinent plan information, meeting summaries, newsletters and so much more.