

Client Resources
Access your accounts directly with Charles Schwab. Here you will be able to sign documents, approve transaction and update statement preferences or personal information. Contact your advisor if you need login in credentials or help signing in.
Access up-to-date account statements, account values and tax documents. Contact your advisor if you need login in credentials or need help signing in.
Access your comprehensive plan to check progress, upload documents and download reports. Contact your advisor if you need login in credentials or need help signing in.
Access your latest PSRS/PEERS statement as well as information regarding your pension and retirement.
Create your online account with Social Security. You'll be able to see exactly how many credits you have currently and your benefit estimates if you have 40 credits. Just a reminder that PSRS/PEERS retirees are subject to the Windfall Elimination Provision and the Government Pension Offset.