A New CharterTrust.com Website is Launching on June 11

We are pleased to announce that CharterTrust.com will be upgraded on Thursday, June 11. The website will provide the same great content you depend on but will have a new, more modern look and feel. The navigation will largely remain the same, including the location of the Client Login button at the top right of every page. We can’t wait to share it with you and hope you like it as much as we do.

TotalWealth Account Access

On March 2, 2020, we upgraded our online account system to the TotalWealth platform. To log in, use your current user ID and the temporary password you received in the mail. If you need support during first-time login, please contact your Wealth Manager.


Secure 401(k) Plan Client Access

You will leave the Charter Trust Company site and will be required to log in to the Retirement Site with your User ID and Password. If you have any questions about accessing this site, please call 603-856-5259.