Securely Access Your Accounts Anytime, Anywhere.
We use independent custodians, such as Charles Schwab and others, to hold and safeguard clients’ assets. For many investors, this provides a reassuring system of checks and balances.
Schwab Alliance provides convenient access to tax documents, monthly statements, and trade confirmations generated by your investment accounts held at Charles Schwab & Co. This link also allows you to elect for paperless delivery of all account documents.
Access Schwab Alliance