Member Access
Welcome back. Choose where you're heading.
Your Wealth Portal is the hub for your planning with J.P. Aubry Wealth Advisors. Your custodian portal is where your assets are held and reported. Both are protected by bank-grade encryption and multi-factor authentication.
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J.P. Aubry Wealth Portal
Your planning hub. View your full financial picture, track progress toward your goals, access your secure document vault, and collaborate with our firm between meetings.
Custodian Partners
Log in to your custodian
Your assets are held by an independent, regulated custodian — never by J.P. Aubry Wealth Advisors. Use the link that matches where your accounts are custodied.
Custodian
Altruist
Our primary custodian for new client accounts. View balances, statements, tax documents, and account activity.
Log In
Custodian
Charles Schwab
Log in to Schwab Alliance to view accounts held at Schwab, including statements, trade confirmations, and tax forms.
Log In
Custodian
Fidelity
Log in to Fidelity to view accounts custodied with Fidelity Investments, including statements and tax documents.
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Independent Custody
Your assets are held by a regulated custodian, separate from our firm.
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Bank-Grade Security
End-to-end encryption and multi-factor authentication on every portal.
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We're Here to Help
Locked out or unsure which portal to use? Reach out — we'll walk you through.
Need help logging in?
If you've forgotten your password, been locked out, or aren't sure which portal your accounts live in, get in touch and we'll help right away.
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