CLIENT LOGIN

Client Portal

Access to all of your investment accounts that are with Trek Financial.

Schwab

Access to your account information online.

TD Ameritrade

NOTE that your TD portal will remain open for downloading tax documents. To view accounts, you will need to login to Schwab.

CLIENT LEARNING CENTER

As a client, you will have access to several systems to help you stay organized and connected with your entire financial plan.

The Client Learning Center is a great resource and guide to help with any questions you may have regarding setup or access to your accounts. We provide this resource as a great go-to option however, we are always available to help.

Have questions? We can help!