Login to your Watson Financial Client Portal here:
Login to your Charles Schwab accounts at www.schwaballiance.com or by downloading the Schwab Alliance App from the app store.
Charles Schwab & Co. Inc. is the broker-dealer we use to custody our client assets. Charles Schwab, Watson Financial, LLC, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab does not endorse or recommend any advisor and the use of the Charles Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab, member FINRA/SIPC. Used with permission.
Our Clients have access to 2 Portals. This can be confusing, but we recommend using both Portals for these reasons.
The Watson Financial Portal is great for:
- Evaluating investment performance over various time periods.
- More intuitive view of your investments.
- Accessing Quarterly Performance Reports, which include a Billing Summary.
- A “Vault” which stores all Account Statements, Performance Reports, etc.
The Schwab Alliance Portal is great for:
- Up-to-the-minute account value.
- Choosing paperless or paper delivery of account statements, etc.
- Updating account information, such as Address, Contact Info, Beneficiary Updates, and confirming “Move Money” permissions to transfer funds to and from your checking account.