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Use this page to navigate your finances and track your investments.
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Charles Schwab is the custodian where client assets are held. Schwab’s website will have the most up-to-date information on transactions and asset values, and is where you will find tax documents and statements.
The Friedenthal Financial Client Portal is a client reporting application and secure document value. Clients have access to performance metrics updated daily, as of the previous business day’s close. The document vault is a secure way to send and retrieve documents. All quarterly performance reports and billing statements are uploaded to the document vault.
Need to access something else? Contact our support team to answer any questions you may have.
