Statements and Tax Documents
To access your statements or tax documents, please visit the following websites.
- Charles Schwab website is: www.schwaballiance.com
- To set up online access for your account(s) on Charles Schwab's website, please click "New User?."
- For an overview of the Schwab Alliance website, visit welcome.schwab.com/alliance/about
- Freedom Advisors (formerly EQIS) statements and online access, please visit: investor.freedomadvisors.com
- Goldman Sachs as custodian for statements and tax documents. Please visit: www.folioclient.com
- Charles Schwab as custodian for statements and tax documents. Please visit: www.schwaballiance.com
- To set up online access for your account(s) on Charles Schwab's website, please click "New User?."
- NEXT Advisor and Pershing LLC, please visit: www.NetxInvestor.com
- The Financial Organization Number is "5NX."
- American Funds, please visit: www.capitalgroup.com
- Franklin Templeton, please visit: www.franklintempleton.com
- Security Benefits, please visit: www.securitybenefit.com
- Bright Directions 529, please visit: www.brightdirections.com
If you need help accessing any statements or tax documents, please message us through our Contact Us page. We are happy to help.
Would you like to have all of your accounts in one convenient location? Visit our award-winning and modern information layout client portal Clear 1 Access page.