Client Resources

Charles Schwab

schwab logoVisit the Schwab website to access account information, Schwab statements, tax documents, etc. If you haven’t done so yet, call Schwab Alliance at 800-515-2157 to set up online access.

 

 Client Portal

fvim iconVisit the FVIM client portal to access or upload statements, forms and documents. If you haven’t set up your client portal yet, please contact our office at 360-823-0477.