View your consolidated account statement
View your accounts at Charles Schwab
The links provided on this page are to third-party websites that allow clients to access their investment accounts, financial plans, and other related information. These third-party portals are operated by vendor who are independent from Advantage Investment Management and are solely responsible for the security, functionality, and content of their respective platforms. By clicking on any of the portal links, you will be leaving the Advantage website and entering a website not affiliated with our firm. While we may have a business relationship with the third-party providers, Advantage does not control or guarantee the accuracy, completeness, timeliness, or security of the information contained on their websites. We encourage you to review the privacy policies and terms of use of any third-party site you visit. Your use of these portals is subject to each provider’s terms and conditions. Please contact us if you have any questions or require assistance with accessing your account information through these platforms.
If you have any questions about how to access your accounts online, please call the office at 502-212-3000.
