FinArc’s clients have a variety of options regarding brokerage firms to hold their assets and to execute trades. Securities are held in brokerage and retirement accounts unaffiliated with FinArc. Online access provides our clients with an additional source for reconciling their account positions and trade executions. 

Please contact us with any questions regarding Charles Schwab & Co. Current clients can access their accounts by clicking the Schwab Disclosure Statement link below.