Client Portal

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Client Account Viewing and Planning Tools

Please click below to view all your savings and investments accounts, holdings, activity, performance, financial planning tools and more.

Click Here to View Your Accounts and Planning Tools

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Charles Schwab Institutional

Please click below to view your Charles Schwab Custodial accounts, along with account statements, Stock, Mutual Fund and Exchange Traded Fund research. Charles Schwab is not affliated in any way with PlanRock. PlanRock utilizes the account custodial services of Charles Schwab Institutional. PlanRock does not custody any client assets.

Click Here to View Your Charles Schwab Custodial Accounts

Investment Policy Statement – Questionnaire

Please fill out the following Investment Policy Questionnaire per investment account as a new client. Please, also fill out this Investment Policy Questionnaire each time your goals and objective change per investment account. Directions: Please answer each question based on your circumstances, click submit

  • Advisor-Client Agreement: Schedule A --- Investment Policy Statement Questionnaire
  • Please describe the goal as much as possible.
  • Please sign this Investment Policy Statement - Questionnaire Past performance does not guarantee future results.
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  • By placing your name in the Full Name box and/or electronically drawing your signature and pressing submit, you confirm that the answers to the above questions are based your goals and objectives. You also wish to have your investments for this account to be managed accordingly. You also understand that this form is not a guarantee of any results or that your goals and objectives will be met. Past performance does not guarantee future results.

Client Relationship Relationship Form

Our typical household asset minimum for the Low Cost Advisor Access level service is $250,000 ($100,000 if an automated savings plan is established).
Our typical household minimum for Full Service Platinum level service is $500,000 and for Family Office level service is $1,000,000. Minimum fees may apply.

Please fill out all items below. A representative will contact you via email to give you your next steps.

If you have any questions please call 800-677-6025 (Admin) or let us know through the notes section below. Thank you!

  • All of the following information is required to establish a client/advisor relationship with PlanRock Wealth Management as well as Charles Schwab Institutional. If you are uncomfortable answering any questions, please contact your advisor or PlanRock at 800-677-6025
  • This is required to open an investment/savings/IRA, etc account with Charles Schwab Insitutional.

  • This is required to open an investment/savings/IRA, etc. account with Charles Schwab Insitutional.