Client Portal

Connect With Your Advisor

Log into your meeting with Jeff and Ron.

Log into your online meeting with

Jeff and Ron

Start Video Call

Log into your meeting with Howard.

Log into your online meeting with Howard

Start Video Call

View Financial Documents

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Secure File Upload

See my assets on Brightline Online

VIEW ASSETS

Our History

View my Schwab statements

View Statements

View/Manage Documents

Secure File Upload

Upload documents to our secure server

Upload Documents

Our History

View disclosure documents

View Disclosures