At Centerline Wealth Advisors, we’re all about simplifying your financial life, so we’ve included a number of account access sources for your convenience.

Envestnet

Envestnet aggregates all account information in one place.

  • View your entire portfolio including non-Schwab accounts
  • Access historical asset & performance reporting
  • Download Quarterly Portfolio Review reports

Charles Schwab

Charles Schwab will provide you access to your individual accounts.

  • Download account statements and tax forms
  • Transfer funds between investment and bank accounts
  • Set up and adjust Bill Payment features
  • Perform Electronic Authorization of Client Requests

If you have not yet received your Username and Password for Envestnet, please call us at (502) 242-1561. To create your Schwab login, follow the link and click on New User, then follow the steps.