Financial Dashboard Login

Login to the Financial Dashboard for an overview of your finances along with outside accounts we've synced. You'll also have access to your goals and budget within the dashboard as well. 

I don't recommend your Dashboard for viewing investments or tracking performance. I recommend doing this through the Client Portal (it's a much better layout and always up to date). 

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Charles Schwab Login

Login to the Charles Schwab website for updating your personal information, (email phone number, address, etc) and beneficiaries. 

I do not recommend the Charles Schwab website for viewing investments or tracking performance. I recommend doing this through the Client Portal (it's a much better layout and always up to date). 

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Client Portal Login

Login to your Client Portal to get a great snapsot of your investments and investment performance. 

You can view your porfolio as a whole or by account. Your performance is tracked from quarter-to-date, year-to-date and since inception. This is also where you will download your quarterly performance reports. 

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Need Extra Help?

Are you having trouble with your logins? If so, shoot us a message or give us a call. We are happy to help.

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Latest Blogs

July 13, 2020
No matter how old you are right now, you should already be saving for retirement. Whether you’re contributing to a 401(k), IRA or other long-term investment (or all three), you have to make sure that you’ll have enough money to stop working and have ...
July 06, 2020
When it comes to retirement, one of the most valuable questions you can ask yourself is, “how much is enough?” Unfortunately, it can be challenging to determine the right amount because there are many variables to consider. In this article, we’r...

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NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein. NextGen Wealth LLC is registered as an investment adviser in the states of Missouri and Kansas, and is notice-filed in the State of Texas. As such, it may only transact business with residents of those states and residents of any other state where otherwise legally permitted subject to exemption or exclusion from registration requirements.

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