Welcome, John

We’re beyond thrilled to partner with you in achieving your goals and unlocking your full financial potential. Below, you will find an overview of the key resources available to you. Our team is here to support you every step of the way, so please do not hesitate to reach out to team_{client}@altarrockwealth.com if you need any assistance. 

Explore your Accounts

Access your accounts at Fidelity and/or Schwab.

Charles Schwab Log In

Fidelity Log In

If you have any questions related to your accounts, reach out to us: team_{client}@altarrockwealth.com

Secure Document Access

Through Sharefile, our secure file-sharing system, access your important documents, including Quarterly Reports, your Investment Policy Statement and Investment Advisory Agreement with Altar Rock. 

ShareFile Link