VIEW YOUR ACCOUNT
COLONIAL RIVER eMONEY VAULT
Your Colonial River Client Portal helps you connect all your accounts for a consolidated and comprehensive view of your financial picture. It also gives you secure and unlimited document storage to safely store all your important files and access them anywhere..
Click here for a guide to navigating your Colonial River Portal.
Learn more here about protocols that keep your data safe, private and secure.
Do you prefer to access your account on your iPhone or iPad? Click here to learn how to add a login shortcut to your home screen!
Need assistance? We're happy to help!
Phone: (804) 335-1200 (757) 599-9111
Email: team@colonialriver.com
LPL ACCOUNT VIEW 2.0
LPL Account View 2.0 is a safe and secure way to view balances, review transactions, and see your financial progress.
Learn more about Account View 2.0 and going digital here.
Need further assistance? We're happy to help!
Phone: (804) 335-1200 (757) 599-9111
Email: team@colonialriver.com
CHARLES SCHWAB
Schwab Alliance is a customized website and mobile platform that you can use to work easily and securely with your advisor and Schwab. You are able to keep track of your Schwab accounts, see up-to-date values, modify your mailing addresses, phone number, email, and other profile information, plus more.
Learn more about your Charles Schwab Alliance login here.
Need assistance? We're happy to help!
Phone: (804) 335-1200 (757) 599-9111
Email: team@colonialriver.com