Useful Info | Client Resource Portals

Client Resource Portal

Investment portals, policies & disclosures, quarterly summaries and other helpful links

Client Resources

Below, you'll find links to two of our main investment portals (Charles Schwab & Morningstar) as well as a collection of links to resources that our clients often find helpful. You'll also find pieces like our quarterly summaries, privacy policies and other regulatory documentation. As stated in our privacy policy, these links are provided as a courtesy. We obviously cannot control the information on 3rd party websites and therefor can't guarantee the accuracy of their information.

Charles Schwab logo representing Danville Financial Advisor affiliation

Schwab Alliance Portal

Morningstar logo representing Danville financial advisor affiliation

Morningstar Portal

Important Disclaimer:

The information and links provided on this page are done so as a courtesy. When you follow the links to any of these websites provided you are leaving this site. Stock prices and other financial data listed on this page is also provided from 3rd-party sources. Summit Wealth & Retirement Partners makes no representation as to the completeness or accuracy of the financial data listed on this page and any information provided at these linked to sites. Nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Summit Wealth & Retirement Partners website and you assume total responsibility and risk for your use of the sites you are linking to.

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