Log In to View Your Accounts

START HERE - Desktop Login to McNamara Website to view Portfolio and receive communications from McN

Login page for McNamara Home Financial.

View any account managed by McNamara regardless of custodian (includes annuities and college savings).  Has the option to run performance reports, view positions and transactions, and view documents uploaded to the site from McNamara.  Website hosted by our software provider, "Orion"

Launch Orion

IF YOU WANT THE APP ON YOUR PHONE OR IPAD - Download McNamara App to your APPLE Device

McNamara Financial Mobile App interface for investment review.

Search App Store for "McNamara Financial" or click link below.  This link is for for Apple devices.

 App provided by our software provider, "Orion." Login needs to be created via desktop website first.

Apple Devices

OR - Download McNamara App to your GOOGLE / ANDROID Device

Google Play page for McNamara Financial Mobile App.

Search App Store for "McNamara Financial" or click link below.  This link is for for Google or Android devices.

App provided by our software provider, "Orion." Login needs to be created via desktop website first.

Google / Android Devices

Or View Directly via Charles Schwab

Log into your Schwab accounts directly via client.schwab.com

via Schwab, accounts are grouped by owner (social security number).  Household accounts (for a spouse, for example) are not aggregated by default. You may authorize "view only" access to someone else, if you choose. 

Go To Schwab