Client accounts are custodianed at Fidelity Investments or Millennium Trust Company, LLC. Clients can log into their accounts to review balances, account activity, retrieve account statements and more at their custodian's website.
Clients with compromised account access should contact Christopher Weil & Company immediately and may also refer to our Business Continuity Plan.
CWC Client Portal
CWC has developed a document delivery and storage website called Client Portal. Client Portal allows for the secure delivery of all electronic documents to clients via the Internet. It's another way that Christopher Weil & Company is decreasing its carbon footprint and increasing efficiency to serve our clients better.
The Client Portal website is available to all clients. Please contact Christopher Weil & Company at (800) 355-9345 if you would like an account.