ACM CLIENT PORTAL
Navigation Overviews
-Navigation: Summary View
-Navigation: Performance
-Navigation: Positions
Documents, reports, and financial plan
Extra resources
-15-Minute Recorded Training Webinar
-Mobile App Overview
-How to Obtain your 1099
CHARLES SCHWAB
UPDATING INFORMATION
-How to Update Statement Preferences
-How to Update Personal Account Information
-Give Family Member VIEW-ONLY Access to See Your Accounts
- PDF: Nickname and Organize Accounts
ACCESSING FORMS AND ACCOUNT HISTORY
-PDF: How to Access Account Statements and Tax Forms
-Video: How to Find Tax Documents
-How to View Transaction History
LOGGING IN
-Logging into Schwab Alliance
-PDF: Logging in for the first time
-Password Reset
-Two-Factor Verification Setup
-Mobile App Setup
TRANSFERRING FUNDS
-How eAuthorization Works
-How to View Direct Deposit and Routing Info
- Video: How to use Schwab Mobile Deposit™
- PDF: How to use Schwab Mobile Deposit™
- PDF: How to Check Account Cash Balance
FINANCIAL PLAN
ACM CLIENT PORTAL PDF RESOURCES (FOR THOSE WHO PREFER READING RATHER THAN WATCHING VIDEOS):
-How to Access Quarterly Statements and YE Tax Reports
-Portal Password Reset
-Logging into the Client Portal for the First Time
-Setting up 2-Factor Authentication for the Client Portal
-How to Upload Docs to the Client Portal
-How to View the Holdings in Your Portfolio
-How to View your Financial Plan Success Dial in the Client Portal