Client Account Access

Get to all of your accounts from one place! Below you will find information on accessing your Skybox Financial Group Client Portal and Charles Schwab.

Skybox logo

Click below to get a consolidated list of all of your accounts online. Also you can organize all of your financial accounts even if they are not held with Skybox Financial Group. Other features include a document vault to store your important documents, track your financial progress, and all with the highest security available.

Charles Schwab logo

Click below to view a consolidated list of your Charles Schwab accounts online! Also you can access your online statements and confirmations. If you have any issues logging in contact the Schwab tech team at 1 (800) 435-4000.

Need To Send Us A File?

We now offer Secure File Uploads. Simply click the “Select File” button to navigate to the file you would like to upload. We’ll reach out if we need anything additional.