Annex University On Demand
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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
• 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!
Let us help you get started with Zoom, our online meeting tool.
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.
Annex Wealth Management
Annex Wealth Management Plans Headquarters Move In January 2024
Our new Headquarters will be located at 17950 W. Corporate Drive, Suite 300 in the Brookfield Lakes Business Park. Annex Wealth Management staff will occupy nearly 50,000 square feet on two floors. The new Headquarters will be easily accessible from Bluemound Road and is visible from Interstate 94. Click the link below for more information:
Financial Planning & Collaboration
Annex uses eMoney with our clients in a collaborative, interactive financial planning environment.
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
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.