Happy Friday and Good News…
The time has come to set up our new Account View to the Schwab Portal –
This is only needed for those that use the following log in:
Or this from the handy cell –
Just grab one of your current TDA account numbers and head to this link
https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx
This page Looks like this…
Click on the New User and the information you enter will tie you to your TDA accounts!
That’s it!
They are here – Students get ready for first days of college!
Always a challenge to see who is more excited… students or parents… seconded only by graduation next spring!
Have a Great Friday and Weekend!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
