Client Center
Annex University & Events
Annex On Demand
The Client Axiom®
SWOT Podcast
Quarterly Investment Outlook
Online Tools
Each of Annex’s trusted technology partners, Black Diamond, eMoney and our independent custodians (Charles Schwab & Fidelity)
have their own unique login and passwords. Please be sure to record your credentials for each site in a secure location.
Black Diamond
With Black Diamond, see detailed account information, quarterly performance reports, enhanced activity summaries, and more.
For the best supported experience, we recommend using Google Chrome. You may also use Firefox, Safari, or Microsoft Edge.
Custodian Access
Account Data & Statements
You can view your Annex managed accounts held at these independent, third-party custodians.
If you do not have a username and password, contact your Wealth Manager or Client Service Manager for assistance.
eMoney
Financial Planning & Collaboration
Annex uses eMoney with our clients in a collaborative, interactive financial planning environment.
Does the Corporate Transparency Act apply to you?
There’s a deadline approaching. CLICK HERE to read more!
In response to client demand, we’re now adding text messaging (SMS) to help stay in touch with you. We plan to use text messaging to communicate the following:
• Meeting reminders
• Notices about statement availability
• Surveys
• Event invitations
• And more to come!
If you wish to receive text messages from Annex Wealth Management, you’ll need to opt-in. Please CLICK HERE to begin the process.
Frequently Asked Questions
Did You Move Recently?
If so, please contact your Wealth Manager and/or Client Service Manager to update your information. Thank you!
Where Are My Tax Documents?
Your custodian will gather all the required data from all fund companies and create your 1099 statements. A 1099 statement is generated if you have one of the following: sales proceeds in a non-qualified account, or a distribution from a qualified account (IRA).
These statements are generated throughout January and February, and the custodian (Schwab or Fidelity) mails the statements to our clients at that time. You can also view your 1099 statements once they are available if you have online access at Schwab or Fidelity. Most clients report receiving their 1099 statements in late February.
If you have any questions please contact your Wealth Manager or Client Service Manager.
Thank you!
Annex Wealth Management
Online Meetings
Let us help you get started with Zoom, our online meeting tool.
Did You Move Recently?
If so, please contact your Wealth Manager and/or Client Service Manager to update your information. Thank you!
Where Are My Tax Documents?
Your custodian will gather all the required data from all fund companies and create your 1099 statements. A 1099 statement is generated if you have one of the following: sales proceeds in a non-qualified account, or a distribution from a qualified account (IRA).
These statements are generated throughout January and February, and the custodian (Schwab or Fidelity) mails the statements to our clients at that time. You can also view your 1099 statements once they are available if you have online access at Schwab or Fidelity. Most clients report receiving their 1099 statements in late February.
If you have any questions please contact your Wealth Manager or Client Service Manager.
Thank you!
Annex Wealth Management
Online Meetings
Let us help you get started with Zoom, our online meeting tool.
