Fortis clients may access their Fortis Advisory quarterly performance reports or share and store files of their choice while keeping privacy and security a top priority.
Your Wealth Planner allows for account aggregation and dynamic financial modeling with your Fortis Wealth Planning team. You will also access your document Vault for financial planning related documents and reports.
Fortis Advisory clients may choose to login to access their custodial account information via Schwab Alliance directly.
Fortis Real Estate Portal
For Fortis Real Estate clients only, this portal provides updates, distributions and information related to your Fortis Real Estate Account.
LINKS TO THIRD PARTY WEBSITES
This Site may contain links to other websites, including links to the websites of companies that provide related information, products and services. Such external Internet addresses contain information created, published, maintained or otherwise posted by institutions or organizations independent of Fortis. These links are solely for the convenience of visitors to this Site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. Fortis does not endorse, approve, certify or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy and timeliness. Reference therein to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer or otherwise does not constitute or imply endorsement, recommendation or favoring by Fortis.
PASSWORD SECURITY AND NOTIFICATION
If you have a password for access to non-public areas of the Fortis Wealth websites (“outside websites”), you are solely responsible for maintaining the confidentiality and use of the password and other security data, methods and devices. Further, you are responsible for all activities that occur in connection with your password including all instructions electronically transmitted or use of any data, information or services obtained using your password and other security data. Fortis Wealth shall not be under any duty to inquire as to the authority or propriety of any instructions given by you or via your password and shall be entitled to act upon any such instructions. Fortis will not be liable for any loss, cost, expense or other liability arising out of any such instructions. Accordingly, you should take steps to protect the confidentiality of your password. As an authorized user you accept full responsibility for the monitoring of your account including frequently checking your account information, reviewing your transaction history online and promptly reviewing any correspondence, account statements and confirmations received from Charles Schwab or other financial institutions if applicable. Notify your financial institution immediately if you become aware of any unauthorized activity, disclosure, loss, theft or unauthorized use of your password. You agree to cooperate with Charles Schwab or your financial institution in any investigation and agree to take corrective measures to protect your account from further fraudulent activity.