Client Portal – A secure, on-line location where quarterly reports, investment newsletters, estate planning or tax documents are posted to a client’s personal folder by their financial advisor.  It is also used as a way to exchange confidential information and documents requiring a signature.

Schwab Login – Access to your Charles Schwab account(s).

Resources – CFP (Certified Financial Planner) official website, NAPFA (The National Association of Personal Financial Advisors) and the FPA (Financial Planning Association) website are accessible here.