Ask where to start, how to switch it up as life changes, and how to live the life you want.
Login to your account
This is our preferred way for clients to view their accounts as it allows you to see everything in one place as well as how on track you are towards reaching your financial goals.
Financial Life Organizer LoginThere is a phone app available for download in the Apple App Store and Google Play.
This is where you can login and view your accounts.
Having trouble? Call Schwab at 1-800-435-4000.
To go paperless, log in to your account. Select Profile, then select Paperless.
This is where you can you can login and view your 403b accounts.
You can avoid the $3.50 quarterly statement fee by signing up for e-delivery. Sign into their account, go to the "My Profile" section, and then go to the Email tab and update your settings.
300 International Dr. Suite 100 Williamsville, NY 14221
Phone: 716.580.1500
Email: steve@benthamwealth.com
Ask where to start, how to switch it up as life changes, and how to live the life you want.
