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Our Enhanced Client Portal

Total Wealth Planning

Many of our early adopter clients have been pleased with using our secure client portal. If you’re not using the portal yet, here’s a few features that might encourage you to check it out…

Secure access 24/7: Log-in to view your managed investment accounts at any time from any device.

Consolidated access to your managed accounts: Access all of your managed accounts in one secure place.

Allocation, Performance, Reports, & Activity: Use features and access information not available at Schwab for all of your managed accounts. View your holdings by account or asset class. Review historical performance, contributions or withdrawals since the inception of our relationship.

Store and share important documents: Store important documents such as tax returns, wills and trusts in the secure documents section of your portal.

Please view our instructional videos at or contact your Total Wealth Client Services team at (513) 984-6696 to schedule a client portal orientation.

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