Client Login

To securely upload and download sensitive documents - Access Your Client ShareFile Account below

UPLOAD your documents SECURELY and directly to Heritage Wealth Management with ease here, OR, continue to scroll down to do so via your "Heritage Client Portal" after login.

Heritage Client Portal
Log in to your ShareFile Account HERE

Citrix ShareFile security and compliance - How ShareFile safeguards your data.
Click HERE to view the ShareFile security and compliance data sheet 

Charles Schwab
Log in to your Charles Schwab Account HERE

Charles Schwab & Co., Inc. (“the Custodian”) is a registered broker-dealers, and are not affiliated with any advisor(s) whose name(s) appear(s) on this Website. Heritage Wealth Management is independently owned and operated. The Custodians neither endorse nor recommend any particular advisor or investment strategy. Heritage Wealth Management provides investment advisory services for your account. The Custodian has agreements with Heritage Wealth Management under which the Custodian provide Heritage Wealth Management with services related to your account. The Custodians do not review the Heritage Wealth Management Website, and makes no representation regarding the content of the Website. The information contained in the Heritage Wealth Management Website should not be considered to be either a recommendation by the Custodians or a solicitation of any offer to purchase or sell any securities.

Security Information 

Suspect Fraud? Contact Us Now.

If you suspect fraud or identity theft with your Schwab account the faster you act the better. Here is what you need to do, right now.

Contact Charles Schwab.
Call 800-435-4000.
If you are abroad, call +1-602-355-7300.
Review the resources available on the

Unauthorized activity in your Schwab account should be reported.
Contact the credit bureaus and notify the appropriate government agencies.

Experian – Call 888-397-3742 or visit or write
P.O. Box 9530 Allen, TX 75013

TransUnion – Call 888-909-8872 or visit or write
P.O. Box 2000 Chester, PA 19016

Equifax – Call 888-766-0008 or visit or write
P.O. Box 105069 Atlanta, GA 30348

Security is a partnership

We consider security to be a partnership between us and our clients. Taking some basic, preventative steps can help make your personal information more secure. Many involve plain common sense, like routinely checking your monthly statements to make sure reported account activity is legitimate. Other steps include:

  • Keep your equipment updated
  • Verify you're on a secure website
  • Be cautious with public networks
  • Be strategic with login credentials
  • Be alert to phishing scams