Client Tools

Tools to help you succeed.

Chesapeake Financial Advisors provides our clients a number of resources to help with their financial planning and management.

CFA Portfolio Dashboard

Click on the button below 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.

View Your Account

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.

Forms & Links

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Charles Schwab Applications and Forms

Change of Address

Financial Planning

Financial Planning Questionnaire
Confidential Personal Financial Plan Questionnaire. Use this form to provide a clear picture of your current financial position. It will help you focus on your most important financial goals and give you the information you need so that you can create a plan of action.

Household Budgeting Worksheet
Use this budgeting worksheet to accurately account for all your household income and expenses. This exercise is a good precursor for any comprehensive financial plan.

Government & Regulatory

Social Media Disclaimer

Form CRS - Customer Relationship Summary

Form ADV – disclosure document
The uniform form for use by investment advisors to register and update registrations with the State of Maryland and the Securities and Exchange Commission and other jurisdictions that require advisors to register. The form is also used to comply with SEC Rule 206(4)-4, which obligates investment advisors to disclose relevant financial and disciplinary information to clients.

Investment Planning

Retirement Planning

Social Security: Request your Statement

This form will allow you to request an updated Social Security Statement. This is the green and white annual statement from the Social Security Administration that details your benefits.

Social Security: Retiring From Your Own Business
Everything you need to know if you own and operate your own business and are getting ready to retire.

Social Security: Special Payments after Retirement
Everything you need on how to treat special payments after you retire. Includes Bonuses, Vacation Pay, Commissions, Sick Pay, Insurance Commissions, Carryover Crops and Other Special Payments.

Tax Information

Important Links

Find a Financial Advisor

Budgeting/Cash Flow

Mint.com
Get a handle on your finances the free and fast way. Mint does all the work of organizing and categorizing your spending for you. See where every dime goes and make money decisions you feel good about.

Free Online Charitable Deduction Database
A great tool for all of you that donate goods to local charities and don’t know the fair market value of your dontation.

Get Quicken Here!
The GrandDaddy of all personal finance and budgeting software…if you don’t have it, get it now, you’ll thank us later.

Consumer Issues

Taxes

Introduce a Friend

Thank you for all the times you think to pass on our name to a friend or family member.

We appreciate the confidence you have in us and the comprehensive services we provide. Our goal is to continue offering you unbiased advice and proactive service so you will have no reservations about introducing us to others that have similar financial planning, investment management or tax planning needs.

If you have a friend or family member who does not have a financial advisor, or is not getting the kind of complete service and unbiased advice necessary for financial success, please let us know and we will introduce ourselves. We do not have investment minimums so those that you think may not benefit, in fact, may benefit the most!

Call 410-823-5442 or email us.

Ready to get started?

Get in touch with us today!

Client Tools

Tools to help you succeed.