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Client Login

TotalWealth Account Access

Charter Trust Company logo with the words TotalWealth

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.

Log in to TotalWealth

Secure 401(k) Plan Client Access

Charter Trust Company logo with the words 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.

Log in to the Retirement Site