Your plan,
quietly at hand.
Secure access to your Revant account, reporting, documents, and the tools that keep your plan alive between meetings.
Two doors
into the plan.
Revant clients interact with their plan through two partner platforms, LPL Account View and Schwab Alliance. Choose the one you're headed for and you'll be redirected to a secure sign-in.
First time logging in? Please contact your advisor to receive an invitation before visiting a portal.
Account View.
LPL Financial's secure portal for viewing balances, activity, statements, tax documents, and performance reporting across your Revant-managed accounts.
Schwab Alliance.
Charles Schwab's secure client portal for households custodied at Schwab, balances, statements, tax documents, and account activity.
A note on security.
Every portal requires multi-factor authentication. We will never ask you for a password, one-time code, or account number over email. If you receive an unexpected message claiming to be from Revant, please contact your advisor directly before taking action.
Need help accessing your account?
Reach your advisor for login invitations, password resets, or technical support. We typically respond the same business day, contact the team.