Wealth Management Clients
Opes wealth management clients can login to their Charles Schwab and Opes Portal account using the links below.
Opes Advisors Wealth Management clients can login to their Opes Portal account via an iPad app. Instructions can be found by downloading the PDF below.
Opes Advisors Loan Servicing Clients
If your loan is serviced by Flagstar Bank, you may access your account using the link below.
To learn more about our online loan servicing system, please click here.