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Client Resources

Account Access:

Elite Wealth Client Portal

Provides general account information, including:

  • Asset allocation & balances
  • Performance metrics (1 year & YTD)
  • Document vault (Schwab statements, tax documents, etc).

Access The Portal

Adding the Portal to your Home Screen (iPhone):

  1. Access the Portal's landing page: CLICK HERE
  2. Select the sharing icon (see below)
  3. Chose "Add to Home Screen" (see below)

Charles Schwab

You can access your accounts directly at Schwab.com from your computer, tablet or smartphone:

Access Schwab.com

  You can also download the Schwab app:

Schwab Help Videos: