Account Access
Click the link below to access your accounts at Charles Schwab & Co. that are advised on by Potomac Wealth Strategies.
Click the link below to access your Morningstar Client Web Portal, where PWS posts Billing Summary, Performance Reports, and other documents for your information.
Click the link below to access your Social Security statement.
Note 1: Potomac Wealth Strategies is not employed or compensated by Charles Schwab & Co., no does it pay Schwab for any services. PWS clients may hold their accounts at the brokerage firm or custodian of their choice, but PWS highly recommends clients use Schwab's Advisor Services platform at Schwab Alliance.
Note 2: Potomac Wealth Strategies is not employed or compensated by Morningstar. PWS does pay Morningstar for its Morningstar Office suite of services that include unbiased investment research (firms rated by Morningstar do not pay Morningstar anything to be rated) and various administrative and reporting tools.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.