Client Login – Established Professionals

SSG/Pershing

Account Balances & Holdings

Account Activity

Investment Statements

Tax Documents

Charles Schwab

Account Balances & Holdings

Account Activity

Investment Statements

Tax Documents

Net Worth Dashboard at MoneyGuidePro®

Net worth statements

Financial independence scenarios

Manage accounts integrated through Yodlee

Portal (Portfolio/Vault)

Performance Reporting

Asset Allocation Review

Quarterly Newsletters