Clients of Delphinus Financial Advisors, LLC, may access the following sites through the links below:

 

Investment Portfolio

  • Investment accounts, balances, holdings, and activity

Secure File Sharing

  • Securely upload and download files

  • Access saved files and documents

Direct Custodian Access

  • Charles Schwab Institutional direct online access

  • View and download account statements and tax documents

  • View account balances and activity

Account Linking

  • Link your employer accounts [such as your 401(k), 403(b), and HSA]

  • Link other accounts that Delphinus doesn’t directly manage