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Schwab Merger Update

The transition to Schwab went live on Tuesday, September 5th, 2023. Contact your EIG Advisory Team with any questions.

Ameritrade

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Powered by Charles Schwab & Co., Inc.

• Shows accounts that are held at Schwab and managed by Ellenbecker Investment Group.
• Provides real-time asset values.
• Login credentials are created when a Schwab account is opened. An invitation to create credentials is sent via email.

Charles Schwab on Your Mobile Device

The same functionality from Schwab is also available to you on your Apple or Android mobile device. This secure app for your phone or tablet also has the ability for you to deposit checks directly to your account at Schwab. In addition, it offers real-time account balances and positions along with transaction history. Consult with your EIG Advisory Team for more information.


Account Login


If you are having issues with both of the login buttons on this column, it is best practice to clear your browser's cache. If you do not wish to clear your cache, please copy and paste this web address into your browser: client.schwab.com

You can then bookmark this page on your browser for easy access. 


Learn more with this informational walkthrough video.



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EIG Total View

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Powered by Morningstar

• Shows a cumulative view of accounts held at Schwab AND any accounts held away that EIG has permission to include.
• You can adjust the time frame of performance information.
• Quarterly EIG Consolidated Asset Summary is available under “Documents” tab.
• Login credentials are set up by a member of the EIG Client Care Team. You will receive login information via email.

EIG Total View Has Three Main Sections

Overview: This is the primary dashboard providing a great snapshot, or total view, of your assets.


Investments: Provides more detail about portfolio holdings. The graph timeframe can be adjusted at the top and Morningstar Research can be seen by clicking on each individual holding.


Documents: Your quarterly EIG Consolidated Asset Summary will appear here to view and download.


Learn more with this informational

walkthrough video.

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Intuit Link

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EIG uses Intuit Link to collect tax information from clients. Intuit Link is a secure online portal for you to connect and deliver tax documents to us for completion of your tax return. 

1. Establish an Online Account.

2. Sign the Engagement Letter and Complete Your Questionnaire.

3. Send Us Your Tax Documents.

4. Sign Your Return Electronically and Pay for Your Tax Filing.


Learn more with this informational

walkthrough video.







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These materials have been independently produced by Ellenbecker Investment Group (EIG). EIG is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. EIG provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.