Clients may have a desire to see their portfolio's valuation and/or other information more frequently than CrestPoint's standard and more formalized reporting.
Links are available to clients to access their information on-line.
For clients using Charles Schwab as their broker/custodian, the link to the Schwab website is www.schwab.com
Clients will need to first establish a confidential user and password with their custodian to enter the websites and access their individual client reports.
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