Annex Wealth Management Client Center

Your central access point for the tools, insights, and resources that support your financial journey.

Annex University Live

We’ve found that when our clients master key concepts, it often enhances working together to reach their goals. Because these are not sales presentations, our clients benefit from a truly informative experience.

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Annex University On-Demand

We believe financial confidence grows with clarity. These on-demand videos allow clients to explore foundational topics and timely issues—at their own pace.

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The Client Axiom

Our clients appreciate staying informed without feeling overwhelmed. The Axiom delivers clear, concise commentary on markets, planning topics, and current events—every week.

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SWOT Podcast

Each episode of the SWOT podcast covers Strengths, Weaknesses, Opportunities, and Threats affecting markets and financial planning. It’s a practical, timely way for clients to hear directly from our team on what we’re watching—and why it matters.

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Quarterly Investment Outlook

The Quarterly Investment Outlook is our brief but thorough review of key market trends. It gives you a clear look at where we are, what we’re watching, and how those factors may shape the road ahead.

Opt-in to SMS

From meeting reminders and statement notifications to surveys and event invitations—text messages are a convenient way to stay in the loop with Annex Wealth Management. If you’d like to receive texts from us, you’ll need to opt in.

Opt-in today →

Former WFA client? Click here for access to your client portal.

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.

Log into Black Diamond →

Black Diamond Guides →

Custodian Access Account Data & Statements

You can view your Annex managed accounts held at these independent, third-party custodians.

Log into Charles Schwab →

Log into Fidelity →

Log into Nationwide →

eMoney Financial Planning & Collaboration

Annex uses eMoney with our clients in a collaborative, interactive financial planning environment.

Log into eMoney →

Frequently Asked Questions

How do I update my address or contact information?

To update your address, please log in to your custodian’s online platform and make the changes directly within your profile.

Once the update is submitted, we will be notified automatically and will follow up with you to confirm the change. You can find step by step instructions for updating your address online below.

SCHWAB

Below are instructions to update your contact information at Charles Schwab.

If using a desktop or tablet, please log into Schwab.com:

Select “Profile” in the upper right corner of the screen
Select “Contact Information” from the drop-down menu
Under Primary Contact Information, find the contact information field(s) that need updating and select “Edit”
Update the contact information and select “Save”

Your contact information been updated!

If using the Schwab app on a smartphone, please log in and follow these steps:

Select the Person icon in the upper left corner of the screen
Select “My Profile”
Select the contact information that needs updating. Once updated, select “Save”

Your contact information been updated!

FIDELITY

Below are instructions to update your contact information at Fidelity.

Using your login credentials, please log into Fidelity.com on a desktop.

Select “Profile” in the top navigation bar in the upper left corner of the screen. Your personal information will appear
Find the Address field and select “Edit”
Make your desired updates
Once you’ve updated the address, select “Save”

Your address has been updated!

Where can I find my tax forms and statements?

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 with your 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!

How do I join or schedule an online meeting with my advisor?

We use Zoom as our secure online meeting platform. If you have an upcoming meeting scheduled, you’ll receive a unique Zoom link via email. Simply click the link at your scheduled time to join.

Need help getting started? We’re happy to walk you through setting up Zoom or answer any questions ahead of your meeting.

How to setup Zoom →

How do I update my statement/trade confirmation or tax document delivery preference?

To update your preferences, and view/download statements, confirmation and tax documents quickly and securely online, please login to your custodian’s online platform and make the changes directly within your profile.

Once logged in, select “Profile” and find the statement/confirmation or tax documents options. Change your delivery notification preferences per document type. Once you’ve updated your selection, select “Save”.