Last Friday Before School Start for our Gang(s) – Clients/ Clients Only – Soft Green Light to Set up Schwab Account Credentials but no data yet – Examples of Which View is being Replaced!

Happy Friday !

This could be debatably one of the saddest days for the 15 year old… as he said, “Last Free Friday!”

Next week, Tuesday to be exact, the first day of school starts for him… Not to worry, not behind the wheel yet…so streets are safe… All others at the office are on a similar schedule, but not even close to driving ..ha

Soft Green Light to Create our New Log In

The time has come to set up our new Account View to the Schwab Portal – With various platforms that many use, please take note of which if at all, log in we are replacing….

Many do not use any of these log ins… so you are off the hook!

This is only needed for those that use the following log in:

Or from your handy Cell – Looks like this:

Once into your regular view, please follow the new log in instructions to set up the credentials… Again, only a soft Green Light on this!

Here is what the splash page for the new credentials site looks like, with the highlighted area for New User!

The soft Green is because there have been updates to make this simple, so if you have any trouble, please reach out! Don’t Stress at all!

Have a Great “Last Free Friday – Or coming Freedom Friday for those delivering to school” Day and a Great Weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.



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