CLIENT ACCESS

Secure access

To access your accounts online, please click on one of the following links depending on your account type. If you do not have a login/password, please contact your adviser at (888) 533-9364.

 

For accounts custodied at Schwab Institutional:
 

www.schwaballiance.com​​

For accounts custodied at SEI:

www.seic.com

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Atomi Financial Group, Inc. is a California Registered Investment Adviser. Call us toll free at 888-533-9364.

Office location: 20 Executive Park, Suite 120, Irvine, CA 92614. Mailing address: P.O. Box 11687, Newport Beach, CA 92658.

Please read our Disclosures Statement, Privacy Policy, & Business Continuity Plan. © 2018 Atomi Financial Group, Inc., all rights reserved.

Please visit FINRA's BrokerCheck & SEC's IA Public Disclosure Database for information on Atomi Financial Group. Our CRD number is 171787.