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Get Started with Shone Wealth Management

Shone Wealth Management logo
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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

Login Here
  • View Investment Performance
  • View Account Activity
  • View Advisor Commentary
  • Create Tasks for Advisor to Complete
  • Run Ad Hoc Reports
  • View Quarterly Statements
  • Upload Documents 
  • Integration with MoneyGuidePro
  • Planning Technology 
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
Login Here
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
Login Here
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
Login Here
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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

Contact

1676 N. California Blvd.
Suite 410
Walnut Creek, CA 94596

Newsletter

Join our mailing list for more information about our company!

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View our Customer Relationship Summary (Form CRS) by clicking here.
This website is for informational puposes and does not constitute a complete description of our investment services or performance. This website is not a solicitation or offer to sell securities or investment advisory services. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we believe reliable but we do not guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Shone Wealth Management is a registered Investment advisor registered with the Securities and Exchange Commission.
© 2020 Shone Wealth Management. All rights reserved.

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