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Account Access

To access your account information, please select the appropriate option below. 

If you are unsure of which system you should be using, please contact us.


Charles Schwab & Co., Inc.

Login

Proficient Client Center

Login


Please note that for your own security, the web portal will automatically lock after multiple failed login attempts.
 If this occurs, please contact us to assist you.


Proficient Client Center Instructions

Upon entering, please:

  1. Enter your email address.
  2. Enter your temporary password (issued by your advisor) and click “log in”.
  3. Change your password to one of your choosing upon your first login.

Please note that for your own security, the web portal will automatically lock after multiple failed login attempts. If this occurs, please contact us to assist you.

IMPORTANT NOTICE: You are now leaving the Proficient Wealth Counselors, LLC website and will be entering the Charles Schwab & Co., Inc. ("Schwab") website. Schwab is a registered broker-dealer and member SIPC. Schwab is not affiliated with any advisor(s) whose name(s) appear on this website. Schwab neither endorses nor recommends any particular advisor or investment strategy. Schwab does not review the Proficient Wealth Counselors, LLC website, and makes no representation regarding the content of the website. The information contained in the Proficient Wealth Counselors, LLC website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. Proficient Wealth Counselors, LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.


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