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Client Reporting

It is more than a monthly account statement. It is a statement of your experience and skill at moving your clients closer to their financial goals. With that in mind, we offer optional features to help you create the message you want to deliver.

Make Your Statement

Paint a picture of your clients' portfolios by selecting one or both of the following options:

Asset Allocation Percentage Column
Concisely highlights how assets are weighted among investment categories.

Portfolio Composition Pie Chart
Pictures speak louder than numbers: Illustrate your clients' portfolios with a graphic image representing their asset allocation.

Brand Your Business
Customizing the statement with your logo provides an opportunity to "personally" deliver the results of your financial management services. Your identification will appear on the two most visible statement areas, the title and summary pages.

Statements on CD-ROM
Replace stacks of paper and free up storage space by receiving copies of your clients' monthly statements on CD-ROM*. Create a shared knowledge base for your support staff to facilitate quick responses to client inquiries by downloading statement information from CD-ROM to your firm's network.

*Charles Schwab and Co. Inc., does not assess the adequacy of statements on CD-ROM in meeting SEC or other regulatory recordkeeping or other requirements. Please consult with your own compliance experts or legal counsel to ensure that the procedures in your office comply with the applicable requirements.