Account Access

From anywhere at any time

IMA Wealth Client Portal (Personal)

Anytime access to view your accounts, share documents, receive alerts and connect with your IMA Team.

Fiduciary Briefcase (Business)

Online portal serving as your private fiduciary file. Access plan information, compliance documents, and much more.

Charles Schwab Alliance Account

A smart efficient way to set up and manage a portfolio. Sign up for a New Account: