Secure Client Account Access

Reminder – Passwords must be changed every 365 days


On March 1, 2020, we will be upgrading our Trust Services online access portal to the new TotalWealth platform. To learn more about the changes, visit

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.