To view your accounts in the Dynamic Wealth Management Client Portal:

• Click on the Dynamic Wealth Management Client Portal link to the right and login.
• Your user name is your email address.

To view your accounts in Charles Schwab beginning September 5, 2023:

• Click on the blue Charles Schwab link to the right and login.
• For first time users, click on the words "New user?" on the lower right hand side of the login box and follow the prompts.
• At one point in the set up, you will go through a 2-step verification process, which will prompt the need for a verification code.  You can elect to receive this via text or phone call.  

Please contact our office should you have any difficulties registering and we will help you.

Thank you.