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.
