As a Trek client, you will have access to several state-of-the-art
systems to help you stay organized and connected with your entire financial plan.
The Client Learning Center is a great resource and guide to help with any questions you may have regarding setup or access to your accounts. We provide this resource as a great go-to option however, we are always available to help.
NOTE that your TD portal will remain open for downloading tax documents. To view accounts, you will need to login to Schwab.