Charles Schwab client login
Use Schwab's client portal to access custodied accounts, statements, documents, and account activity where applicable.
Schwab LoginCustodian & Client Access
Know where assets are held and how to access your accounts.
Entrust uses plain-English custody education to help clients understand account access, independent custody, and planning portal links.
What a custodian does
Custody is about holding, reporting, and processing account activity.
Entrust can advise and manage eligible accounts, while a custodian such as Charles Schwab may hold the assets, provide account statements, and support account access.
- A custodian is the financial institution that holds client assets, processes transactions, produces statements, and provides account access.
- Independent custody helps separate advisory advice from the institution holding and reporting on client assets.
- Clients should receive account statements and confirmations directly from the custodian where applicable.
- Custody, account access, and trading workflows should be confirmed for each client and advisor relationship.
Client access
Use the approved portals for account and planning information.
Financial Planning portal
Use the planning portal for planning documents, tasks, and planning data if Entrust has enabled access for your household.
Planning PortalIndependent custody
Why independent custody matters.
Independent custody can help clients compare adviser reporting with records from the custodian. Clients should review official statements and ask questions about unfamiliar activity.
Ask a custody questionImportant information
References to Charles Schwab are for custody and access education only. Do not imply that Schwab endorses, sponsors, recommends, or guarantees Entrust unless explicit written approval exists.
Next step
Need help accessing account or planning information?
Schedule a conversation with Entrust to discuss your goals, income needs, tax considerations, and whether our approach is a fit.