|
If you
would like to view your account balances as of the close of the
previous trading day, click
here and enter
your login ID and password.
If this is
your first visit to the Schwab site, you will need to call Schwab at
1-800-435-4000. Once they verify that you are the account holder, they
will give you a password to access your accounts. Once you are in the
system, you can personalize your password. You also have the option of
combining your accounts into one report. Many clients prefer to do
this so they can see the bottom line at a glance. If you have any
problems with the site, please call me. As of January 1st each year I
can provide a report of short and long term gains and losses for your
taxable accounts. Your tax preparer will need this information to
prepare your tax return. This will save them a lot of time. If you
would like this report, please call or
email me. I can mail or
fax the report to you or directly to your tax preparer.
This
information is intended for clients of Endris Financial Services only
and is valid only where Advisor is currently licensed. This
information is NOT a recommendation to buy or sell securities. Any
quoted returns are for past performance only and are not an indication
of future performance. References to returns of the market indexes is
presumed to be accurate from an outside source, but is not guaranteed
to be accurate. Opinions expressed by the author are dated and may no
longer reflect the author's current position.
|
