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
  • Access the secure Document Vault to send or receive sensitive documents

If you have not yet received your Username and Password for Envestnet, please call us at (502) 242-1561.

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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

To create your Schwab login, follow the link and click on New User, then follow the steps and if you need assistance call (800) 435-4000.

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