This is the login to the old portal. We are switching to a new portal as of December 1, 2018 to better manage files and client access. This portal access will be available for a limited to for clients to access documents still on the old portal.
Please note that 2016 & 2017 returns are loaded and available for current clients of Chartered Financial Strategies LLC on the new portal. To access the old portal, use the link below.Secure Firm Portal