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Get Started with Shone Wealth Management

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custodial and client accounts

Tools for Clients

Here is a list of the various different custodial and client accounts you will need to access to maintain your financial plan and communicate with our advisory team. Don’t hesitate to call or email our team directly with any questions you may have about the tools and information below.

Shone Client Portal

TD Ameritrade logo, a company Shone's advisory service works with.

TD Ameritrade

Login to your custodial account

  • View Investment Performance
  • View Account Activity
  • Real Time Quotes
  • View Tax Documents
  • Ability to Change Address, Phone, Email
  • Deposits and Transfers Permission
  • Broad Research Capability
  • Daily Market Commentary
Fidelity logo, a company Shone's advisory service works with.

Fidelity Investments

Login to your custodial account

  • View Investment Performance
  • View Account Activity
  • Real Time Quotes
  • View Tax Documents
  • Ability to change Address, Phone, Email
  • Deposits and Transfers Permission
  • Broad Research Capability
  • Daily Market Commentary
Charles Schwab logo, a company Shone's advisory service works with.

Schwab

Login to your custodial account

  • View Investment Performance
  • View Account Activity
  • Real Time Quotes
  • View Tax Documents
  • Ability to Change Address, Phone, Email
  • Deposits and Transfers Permission
  • Broad Research Capability
  • Daily Market Commentary
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A BIT ABOUT OUR HISTORY

A Word from Mark Shone

We provide trusted, fee-only financial planning services and investment advice.  As a fee-only firm, Shone Wealth Management does not receive compensation from third parties such as Wall Street brokerage firms, mutual funds or insurance companies. This ensures conflicts of interest are avoided while affording greater transparency for our clients

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