If you are having trouble logging into any of these sites please call us immediately at 410-461-3900. We will walk you through the process step-by-step.


You can access your BWFA accounts via the Charles Schwab link here.

You can access your BWFA stored documents and upload new documents via Citrix Sharefile. See link to BWFA’s Client Cloud here.

You can send a secure encrypted email message to your advisor or any of our BWFA staff members by using the Zix platform. Click here to begin messaging.

Click here for BWFA’s Tax Collaboration Portal.