As of January 31, the client login page on the Sand Hill Advisors' website was replaced with a direct link to the login page of both Fidelity Investments (Fidelity) and Charles Schwab (Schwab). As you may have noticed, account information on the Sand Hill site was unreconciled and delayed by at least one day. By providing you with direct access to Fidelity and Schwab's website, you are able to receive same day information on your accounts, as provided by your custodian.

If you have any questions, please send an email to your Client Service Associate or call (650) 854-9150.

Click here to access your custodian’s  website.