CLIENT LOGINS
CLIENT LOGINS
To Access Your Investment Account
Select the Login button below to access your Bluebird Wealth Managed Account at Charles Schwab. For online support, please contact your Charles Schwab service team at:
(800) 515-2157
To Access Your Investment Account
Select the Login button below to access your Bluebird Wealth Managed Account at Zoe Financial (Apex). For online support, please contact your Zoe Financial service representative.
To Access Your Financial Planning Profile
Select the Login button below to access your Personal Financial Planning Portal. Please feel free to contact your Bluebird Wealth Advisor with any specific questions regarding this service.