AFS Client Investment Reporting Portal
We have created a client portal where you can view information about your investments managed by Access Financial Services. Click here to request access.
AFS Client Document Vault
The vault allows documents to be shared securely between the AFS team and clients. Sharing documents in the vault is easier and more secure than using email. Click here to request access.
Schwab Client Access
Access your brokerage account directly at Schwab.com.
If you do not currently have access to any of the above or would like more information, please contact Erik Edstrom at firstname.lastname@example.org or 952-885-2737.