Category Archive for "What it Feels Like to be a Client"

How to Initiate a Schwab Online Transfer

Here are step by step instructions on how to initiate a Schwab online transfer. Use these instructions to move funds into or out of your Schwab investment accounts. Step 1 Log in to Step 2 Click on Transfers &

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How to Read Your Charles Schwab Monthly Statement

Often times I get calls from clients who need help figuring out what exactly their Charles Schwab monthly statement says. Well you are not alone, It even takes me a few times to read through them so I can explain

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How to Read Your Monthly Investment Summary

The Focus Planning Group monthly investment summary is a simple way to see how all of the investment accounts we manage are performing on one page. 🙂 That sounds great, Joe… Will I still get monthly statement from Charles Schwab.

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