Annex University On Demand
Annex University Live Events
Exclusive Messages For Our Clients
The Client Axiom®
Each of Annex’s trusted technology partners, Black Diamond, eMoney and all three independent custodians (Charles Schwab, TD Ameritrade, Fidelity) have their own unique login and passwords. Please be sure to record your credentials for each site in a secure location.
Each of Annex’s trusted technology partners, Black Diamond, eMoney and all two 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.
SMS (Text) Messaging Opt-In
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.
Did You Move Recently?
If so, please contact your Wealth Manager and/or Client Service Manager to update your information. Thank you!
Online Meetings
Let us help you get started with Zoom, our online meeting tool.
TD Ameritrade and Charles Schwab & Co., Inc. (Schwab) Merger
Please allow us to use our expertise and experience to help you navigate the transition. Annex Wealth Management will continue to communicate with you throughout the transition process with key dates and action items. Click the link below to view our recent communications on this topic:
Financial Planning & Collaboration
Annex uses eMoney with our clients in a collaborative, interactive financial planning environment.
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.
Black Diamond User Guide
Custodian Access
Account Data & Statements
You can view your Annex managed accounts held at these independent, third-party custodians by clicking the appropriate logo.
If you do not have a username and password, contact your Wealth Manager or Client Service Manager for assistance.
