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.