Current Client Account Information
Schaefer Financial Management, Inc. currently custodies client accounts through Charles Schwab & Co., Inc. Schwab offers a website to institutional clients which provides access to all accounts held at Schwab and allows the clients to monitor positions, balances and transaction history on a daily basis. The link below requires a login and password which can be obtained through the website or by calling (800) 515-2157.
www.schwaballiance.com
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This site is optimized
for use in Internet Explorer and AOL running on Windows Operating System;
we shall fully support the most current and immediately prior version of
these browsers. We believe this policy provides optimized security
and feature
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