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.
Account Help – Answers to common transaction questions regarding accounts at Charles Schwab. Explanations on how to obtain your log-in and password, signing up for electronic delivery of reports, transferring funds, gifting, and withdrawing of funds are just a few of the answers provided.
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.