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Client Portal & Logins

Access your accounts and planning tools. If you’re not sure which login to use, start with the Hilltop Client Portal.
View Client Referral Program
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Hilltop Client Portal

Access performance, reports, and secure documents.
Log In to Hilltop Client Portal

Custodians & Planning

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Charles Schwab Account

Login to our secure, online site to access your Charles Schwab Accounts.
Continue to Schwab Login
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Access Your Comprehensive Financial Plan

Login to our secure, online site to access your Accounts.
Open MoneyGuidePro
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Zoe Wealth Platform

Clients of our Zoe Platform, please sign in here to access your Accounts.
Open Zoe Platform

Robert Stephens & Company Client Login

If you are a Robert Stephens & Co. client, continue to access your secure client portal here:

Access Your Portal

Other

529 Plans

Michigan (MISaves)

Open MI 529

529 Plans

Indiana (CollegeChoice)

Open IN 529

RiverSource Annuities

Access account
Open RiverSource
New to the Portal?

First-time setup or password help? Email info@hilltopwealthtax.com or call us at (574)889-7526.

Tip: If you mainly want reports or shared documents, use the Hilltop Client Portal first.

Security & Trade Instructions

For your security, please don’t send account numbers, SSNs, or sensitive info by email or text.

We cannot accept trade or money movement instructions by email, text, or voicemail. Please use your custodian portal or call us.

Upcoming Events

Click-Through Disclosure | Important Notice
You are now leaving the Hilltop Wealth Solutions Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Hilltop Wealth Solutions or any advisor(s) whose name(s) appears on this Website. Hilltop Wealth Solutions is/are independently owned and operated. Schwab neither endorses nor recommends Hilltop Wealth Solutions. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Hilltop Wealth Solutions under which Schwab provides Hilltop Wealth Solutions with services related to your account. Schwab does not review the Hilltop Wealth Solutions Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Hilltop Wealth Solutions Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. ©2014 You are now leaving the Hilltop Wealth Solutions Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Hilltop Wealth Solutions or any advisor(s) whose name(s) appears on this Website. Hilltop Wealth Solutions is/are independently owned and operated. Schwab neither endorses nor recommends Hilltop Wealth Solutions. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Hilltop Wealth Solutions under which Schwab provides Hilltop Wealth Solutions with services related to your account. Schwab does not review the Hilltop Wealth Solutions Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Hilltop Wealth Solutions Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. ©2014.
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