Client Portal

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

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

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!

Comprehensive Relationship Form
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
First Name*
Last Name*
Date of Birth*
Month
Day
Year
Social Security Number
This is required to open an investment/savings/IRA, etc account with Charles Schwab Insitutional.
Employer and Occupation*
Country of Citizenship*
Email*
Phone*
Joint Party (or Spouse) First Name
Joint Party (or Spouse) Last Name
Joint Party (or Spouse) Date of Birth
Month
Day
Year
Joint Party (or Spouse) Social Security Number
This is required to open an investment/savings/IRA, etc. account with Charles Schwab Insitutional.
Joint Party (or Spouse) Employer and Occupation
Joint Party (or Spouse) Country of Citizenship
Joint Party (or Spouse) Email:
Joint Party (or Spouse) Phone
Address*
Street Address Address Line 2 City State ZIP Code
What is the purpose of this investment account?*
How do you intend to fund this account? (Transfer, Wire, etc)*
What is your preference for advice and guidance? (All options include investment management and account support services). If needed please the guidance of your financial advisor, the PlanRock.com website or the ADV form for more information of the level of service as well as the fees associated.*
- Family Office Service -- I prefer comprehensive advice and guidance with my investments, all financial planning to be provided and completed by the advisor; quarterly reviews and unlimited advice/support. Concierge services are also necessary.
- Full Service Platinum Service -- I prefer regular advice and guidance with my investments. I need comprehensive guidance with all my financial planning and I prefer a quarterly review.
- Low Cost Advisor Access Service -- I only need a minimal amount of advice and guidance. I can handle the financial planning tools that PlanRock provides. An annual review would be preferred.
- (Financial Advisor Only) Separately Management Account -- I have my non-PlanRock financial Advisor. My advisor has recommended a PlanRock investment model portfolio.
Please provide the name (or team name) of your PlanRock Financial Advisor. (If you are using your non-PlanRock financial advisor, enter the name here)*
Please provide any notes or details associated with this relationship.

Client Portal

Client Account Viewing and Planning Tools

Charles Schwab Institutional

Investment Policy Statement – Questionnaire

Advisor-Client Agreement: Schedule A --- Investment Policy Statement Questionnaire

Client Relationship Relationship Form