500 Newport Center Drive, Suite 500
Newport Beach, CA 92660
Phone: (949) 721-2330
Fax: (949) 721-0734
540 University Avenue, Suite 300
Palo Alto, CA 94301
Phone: (650) 326-2274
Fax: (650) 326-4474
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October 2008 Uncertain
Times
October 2008
Laura Tarbox
Worth Magazine's Top 250
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We have provided a way for you to check your Schwab accounts online by providing a link to SchwabAlliance.com. Among other things, the Schwab site allows you to look at your current balances and see recent account activity. To protect against unauthorized access to this information, the Schwab site uses a secure connection and is password protected. Online account access can be set up by contacting Schwab directly at (800) 515-2157.
CLICK HERE TO LOGIN
PLEASE NOTE
While we like our clients to be well-informed about their accounts, we do not encourage you to look at your account balances every 14 minutes, every hour, every day or even every week. With the exception of a major down or upturn in the markets, the weekly fluctuations in your account are simply "noise" that have little effect on your ability to meet your long-term financial goals.