Your client portal provides a quick and easy overview of your total household and individual accounts, including holdings, performance, and transactions. Please note that we have transitioned this portal to a new provider as of July 1, 2023. Please reach out Ellen Martin ([email protected]) or Daniel Logan ([email protected]) if you would like to be setup with a new log-in!
On Schwab’s site, you can find account information, statements, tax documents, make changes to your personal information, update beneficiaries, and more. Of course, we stand ready to help with any changes as well.
In this portal you’ll find all the information about your financial plan, spending reports (if you’ve chosen to track them there) and a host of reports. The Play Zone allows you to interact with your plan’s goals anywhere, anytime, to see if you can find a mix that you like better.