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

Schwab Account Login

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.

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If you need to set up an account and obtain a password for Internet access, please do the following:

  1. Contact Schwab at 1-800-515-2157.
  2. Select Option #2 to speak with a representative.
  3. A Schwab representative will activate your account(s) for Internet access and provide you with a temporary password.
  4. Log in for the first time by inputting your account number and initial password.
  5. Select your start page as “Positions.”
  6. Save your start page by checking the box below your log in information.
  7. Click “Log In.”
  8. 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

Important Links

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Introduce a Friend

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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!