CFG has selected Schwab as primary custodian for our clients' accounts. This is where you log in for tax statements and monthly statements, but can also see your positions and transactions within your investment accounts.
This is our communications hub. It's where we do financial planning projections and share documents. You can see your up-to-the-minute net worth, cash flow analysis, and your progress on all the work we're doing together.
This is bonus technology for our investment clients. Here you can take a more detailed and customized look at your investment performance including integration with your Riskalyze profile.
