Access Your Accounts

NEW Advyzon: PFA Client Portal - to see your investment review, performance reports and billing summary statements, Schwab account statements and tax documents, and securely share documents with PFA.
OLD Morningstar: PFA Client Portal - to see your investment review, performance reports and billing summary statements (if you want to view a video of the set up process click here)
Schwab Alliance - to see your account statements, tax documents and transactions

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