SCLC Private Client Site

If you are a private client of Schultz Collins, use the SCLC Private Client Site to open another window where you can see your account positions and transactions for assets supervised by the firm, as of the last close of business. This site also provides investment research tools, market information, and an account aggregation feature that allows you to display all your financial information—SCLC supervised assets, bank assets, loans, credit card information, even travel miles—on one page.

With the exception of assets we supervise, SCLC personnel won’t be able to view any of this information unless you grant us permission to do so. Note that if you are thinking about granting us permission to see non-supervised assets, you should first discuss the idea with your SCLC adviser, as there may be significant implications in doing so, both for you and for the firm. In general, you should only grant us permission to view assets that you intend to place under our supervision—and, if you are doing so, you should be sure to let your adviser know about it personally, on account of the portfolio management implications of any such addition to assets under supervision.

To login to the SCLC Private Client Site, you must use the User ID and Password provided to you by the firm. If you have not received your User ID and Password, please contact us.

Custodian Sites

Our clients use many different financial institutions to custody and trade their assets. We here provide links to the websites of the custodians our clients most often use. Use the links below for current information about the status of your accounts at a given custodian in another window.

• Fidelity
• Schwab
• TD Ameritrade

Our private client site provides an overall view of your portfolio, financial markets research, documents and reports relating to your accounts with us, and account aggregation services.