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.
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.
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
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!