Broker Check

Account Access

To securely login, please use the links below:

SecurEstate Client Portal

Online access to all accounts held at SecurEstate (including Charles Schwab): Click Here

Access to Charles Schwab Website

Online access to Schwab accounts statements and values:  Click here 

    PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company 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, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.