The Investment Tracker portal allows you to see investment details and performance on a total portfolio, or individual account level. The Investment Tracker also offers a Client Vault that you can use to share sensitive information. Your Client Vault will also store your client statements, quarterly performance and billing statements.
The Plan Tracker portal is a secure online portal that provides you with a personalized financial planning experience: The Plan Tracker Portal allows you to:
- View your financial picture: You can see all your accounts in one place, including your investments, spending, and asset allocation.
- Store your documents: You can store important documents in the Vault, an online safe deposit box.
- Track your progress: You can monitor your progress toward your financial goals.
The Charles Schwab portal allows you to see day to day investment transactions and values. You can also transfer funds within accounts, and to and from outside accounts. You can monitor market activity, research, and more.