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Client Portal Instructional Video

Investing Financial Planning

The Baron Client Portal provides easy-to-navigate online access to your account information.

Securely login to see more detail about your portfolio and how your money is invested.

Watch our instructional video to learn how to enroll in and navigate the Baron Portal.

There is an online client-portal tab on our website, which will allow you access to view your account information. The client login requires a username and password to gain access through the portal. 

Please let us know if you would like to create your portal login or if you would like to learn more about what the portal provides.

Paperless Statements will be offered through our online client portal. You must be enrolled in the client portal to view your paperless statements.  Statements will be displayed in the "Documents" section of your client portal. You will receive an email notification each quarter your statements are posted. 

For Baron Clients, please let us know if you would like access to your client portal. This does not replace your Charles Schwab login. Contact Baron at 1-866-333-6659 or at info@baron-financial.com to enroll.

Feel free to contact us with any questions.