We want to keep you informed of how your investments are doing, both by reaching out to you and by enabling you to check your accounts online. Online accounts allow you to get detailed statements and easily change account settings. Scroll down to find the fund company you are invested with. Then, if it’s your first time accessing the account, follow the linked registration instructions. After that, online access will be simple–just bookmark the main website or come here to follow the link. If you are interested in gaining online access to a company not listed here, please call our office for assistance.

• Registering for Online Access on Schwab Alliance

  1)    Go to https://client.schwab.com/Areas/Access/Login

  2)    Click “New User”

  3)    Click “Start”

  4)    Enter your Schwab account number, DOB, Phone number, and SSN

  5)    The system will send you a code via text or call to verify your identity

  6)    Once verified, you will be prompted to create a userID and password as well as setting up a security question or other Multi-Factor authentication option

  7)    If you are having trouble with creating a log in, please call Schwab Alliance services at 1-800-435-4000

If you have accounts with Charles Schwab and would like to gain access to quarterly reports via Morningstar, please contact our office.

If you experience any issues setting up an online access login, or have trouble getting logged in, please contact our office at (503) 670-1958.