LifePlan Client Portal
Best for...
Viewing up to date balances and holdings of all accounts
Seeing everything in one place
Accessing your LifePlan Map and online Vault
24/7 Online Access to Your LifePlan Map and Financial Accounts
Below are the multiple ways you can access your accounts and view the information that is most important to you
Performance Portal
Best for...
Viewing detailed performance of investment accounts
Seeing transactions and tax information
Running custom reports, viewing statements and billing invoices
Charles Schwab Alliance Portal
Best for...
Direct custodial access to view holdings for Charles Schwab accounts
Monthly custodial statements and yearly tax documents
These materials have been independently produced by LifePlan Group. LifePlan Group is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. LifePlan Group provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
