Client Login

Our Client Care Team is here to answer your questions and help you access your personal financial information.

If you need assistance, simply call (800) 416-1655 or email clientcare@hiwealth.com .

Charles Schwab & Co., Inc. - Schwab Alliance Website

The Charles Schwab Alliance website gives you secure, convenient access to your account information - anytime, anywhere. Through the website or Schwab mobile app, you can:

View account balances, transactions, and documents
Make deposits and approve money movement and account requests
Receive paperless statements, trade confirmations, and tax forms
Digitally sign Schwab paperwork
Deposit checks using your smartphone
Manage contact details and account preferences
Grant view-only access to trusted professionals
Access the RMD Center
Strengthen account security with two-factor authentication

Download the Schwab Alliance Enrollment Guide

Hammond Iles Black Diamond Personal Financial Portal

Your secure Hammond Iles Black Diamond Personal Financial Portal gives you a clear, personalized view of your financial life. Log in anytime to:

View your portfolio and investment holdings
Track account balances, performance, and transactions
Monitor asset allocation, gain/loss data, and projected income
Organize and securely share important documents through your Vault
Access personalized reports and updates from your financial team
Communicate directly with your advisor and schedule meetings
See your net worth and link outside accounts for a complete picture

To get started, contact our office at 800‑416‑1655 or email clientcare@hiwealth.com.

Download the Hammond Iles Portal Guide

Retirement Lifestyle Plan

Explore your customized personal financial plan.

Important Update: We’ve Transitioned to the Hammond Iles Personal Financial Portal

Hammond Iles Wealth Advisors has fully transitioned from the Hammond Iles Virtual Vault to our new and enhanced Hammond Iles Black Diamond Personal Financial Portal. Please note that the Virtual Vault is no longer accessible.

If you do not currently have access to your Personal Financial Portal, please contact our office at 800‑416‑1655 or email clientcare@hiwealth.com and we’ll be happy to assist you.

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These materials have been independently produced by Hammond Iles Wealth Advisors ("Hammond Iles"). Hammond Iles is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Hammond Iles provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.