Fee-Only Financial Planning &
Investment Management
Client Resources
Click on the above link to view your account information online at Charles Schwab & Co., Inc. (“Schwab”). In order to view your account information online, you will need your account number and password.
If you need to set up an account and obtain a password for Internet access, please do the following:
- Contact Schwab at 1-800-515-2157.
- Select Option #2 to speak with a representative.
- A Schwab representative will activate your account(s) for Internet access and provide you with a temporary password.
- Log in for the first time by inputting your account number and initial password.
- Select your start page as “Positions.”
- Save your start page by checking the box below your log in information.
- Click “Log In.”
- Change your initial password.
If you are interested in viewing more than one account online, please let the customer service agent know all the account numbers you are interested in viewing.
If you need further assistance please feel free to contact us at any time.
Have you forgotten your password?
For assistance, contact Schwab at 1-800-515-2157 and select option 3.
For more information:
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