Schwab Alliance Login

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.

Friedenthal Portal Login

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.