Symphony Financial Planning is committed to providing our clients with ready but secure access to their portfolio and financial planning information. The links on this page are intended for use by our clients. If you need help accessing these sites, please contact us.
As of September 5th, 2023, accounts previously held at TD Ameritrade have been transitioned to Charles Schwab, Inc. (“Schwab”) as the culmination of the two companies’ merger in 2019. You can now access your accounts at Schwab using the link below for Charles Schwab, Inc. Note that if you previously had view-only access to see accounts under a different tax ID number, you will not be able to see those particular accounts from your Schwab log-in unless the other account holder authorizes access from their own log-in at Schwab.
Charles Schwab & Co., Inc. (“Schwab”) Login
Access detailed information, including monthly statements, trade confirmations, and tax statements for accounts held at Schwab. Features may include, but are not limited to, account information, trading capabilities, cash management services and Schwab's retail research and tools. To update your communication preferences with Symphony Financial Planning, including quarterly performance reports, please contact us directly.