Benefits of Your Online Access

This portal allows our clients to access their monthly statements at any time and obtain any applicable tax reports. Access is provided through Charles Schwab’s SchwabSafe® system, which is designed to keep your personal and financial information secure online.

Important Notice

Charles Schwab & Co., Inc., ("Schwab") is a registered broker-dealer and is not affiliated with any advisor(s) whose name(s) appear(s) on this website. PlanFIRST, Inc., is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. PlanFIRST, Inc., provides investment advisory services for your account. Schwab has agreements with PlanFIRST, Inc., under which Schwab provides PlanFIRST, Inc., with services related to your account. Schwab does not review the PlanFIRST, Inc., website and makes no representation regarding the content of the website. The information contained in the PlanFIRST, Inc., website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

If you would like online access to your account(s), please call Schwab at 1-800-515-2157 to receive your password.