Logging into the Charles Schwab website allows you to view only accounts that you have ownership in (not your spouse’s IRAs or other individual accounts). Your spouse will need to login separately to view his/her accounts. You can also view your monthly statements and tax statements here.
Forness Financial
105 Chestnut Street, Suite 37
Needham, MA 02492
info@fornessfinancial.com
Call Us: 781-400-2604
We offer a complimentary consultation which can include an investment and cost analysis. Please call (781) 400-2604 or email us to learn more. Currently we are only accepting new clients with $500,000 or more in investable assets.