Clients with Charles Schwab accounts are eligible to sign up for access to their account through Charles Schwab.  This account access allows you to monitor your positions, current balances, information on your current investments, and transaction history.  It also gives you access to many of Schwab's other services for free, such as security real time quotes, research from Credit Suisse First Boston and Hambrecht & Quist LLC, and many other benefits.

If you are interested in this service, please click here to sign up online or call the Signature Services Alliance team at 1-800-515-2157.  This number is set up specifically to service Schwab advisors' clients, and they will provide you with a password to get access to your account(s) right away.