If you have Schwab accounts with our firm, some of the potential benefits to you include:
- Quickly view all of your accounts on one page with the household view
- Access up to date balances, account values and create custom reports
- Share and store documents securely with the encrypted document vault
- The ability to grant access to 3rd parties to view your information like CPAs, family members, attorneys, etc.
- View your asset allocation and investment positions
- Turn off quarterly mailings if desired, and get email notifications when new reports are available
If you are interested in activating your encrypted account dashboard, please contact me.
Thanks for taking a look!