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.
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.
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.
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.
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 todaySecure Client Access Portals
Each of Annex’s trusted technology partners—Orion, eMoney, and our independent custodians—have their own unique login and passwords. Please be sure to record your credentials for each site in a secure location.
Orion
Detailed account information, quarterly performance reports, enhanced activity summaries, and statements.
Custodian Access
View your Annex managed accounts, real-time tax documents, and official statements held at third-party custodians.
eMoney Planning
Interactive financial planning, goal modeling, budget tracking, and real-time asset cash-flow collaboration.
Frequently Asked Questions
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.
Charles Schwab
Desktop / Tablet: Log into Schwab.com → Select “Profile” (top right) → Select “Contact Information” → Click “Edit” on the field needing updates → Select “Save”.
Mobile App: Log in → Select the Person icon (top left) → Select “My Profile” → Update information and tap “Save”.
Fidelity
Desktop: Log into Fidelity.com → Select “Profile” in the top navigation bar → Find the Address field and select “Edit” → Save your updates.
Your custodian gathers all required data from fund companies and generates 1099 statements if you had 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 them to clients at that time. You can also view and download them directly inside your custodian online portal. Most clients report receiving statements in late February.
If you have questions, please reach out directly to your Wealth Manager or Client Service Manager.
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 setup or answer any questions ahead of your meeting.
To update preferences, and view or download statements, trade confirmations, and tax documents quickly and securely online, log in to your custodian’s online platform.
Once logged in, go to “Profile”, find the Statement / Confirmation or Tax Documents options, adjust your paperless or delivery notification preferences per document type, and select “Save”.