Client Access

Client Portal & Account Access

My account will bring you to the Charles Schwab Alliance website to have access to day to day activity on your account.

When you become a client at Bonfanti Investments, you will receive access to videos and resources on updates in the market.

Client Portal will bring you to your Client Portal login screen established for accessing your quarterly reports, invoices, privacy notice, disclosure documents, and the ability to share forms, upload content, and any other documentation that is prudent to share in a secure manner.