Check out the two ways for you to look at your *Charles Schwab account through our website.
First, when you click “View Account” at the bottom of our home page, it takes you to a page where you can “Click Here to View Your Charles Schwab Account.” Then you can proceed with your login credentials for Schwab.
Second, you can view your Schwab account balance through “my$View,” which is on our website menu.
my$View is a complimentary service available through Dickinson Investment Advisors for our clients. In short, my$View is your own personal online financial home page to help you view your entire financial life in one secure place.
Please call Amy or Tom or Julie at 712-256-4856 or send us an email at email@example.com if you would like assistance in being able to view your account(s) with us.
* Dickinson Investment Advisors has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts.