Two portals, one place.

Sign in to your investment account at Schwab or your retirement plan at myplanprovider. Both are operated by our independent custodian and recordkeeper — your assets sit with them, not with us.

Schwab Client Center

Individual investment accounts

Roth and Traditional IRAs, taxable brokerage, trust accounts. View positions, statements, tax documents, and execute money movement directly with our independent custodian.

Open schwab.com

myplanprovider · RPC

401(k) plan participants & sponsors

Plan participants check balances, change deferrals, and review investment elections. Plan sponsors manage payroll feeds, eligibility, and compliance documents.

Open myplanprovider.com

Need help signing in?

Account locked, password reset, or just not sure where to go?

Schwab and myplanprovider each handle their own credentials directly. If you can't get in or you're not sure which portal you should be using, give us a call — we'll route you in under five minutes.

970.484.9655 advisor@unifywm.com