Logins & Links

On this page you have links to tools and information Potomac Wealth Strategies uses to support our client relationships. If you ever have questions about where to find something or how a portal is used, Gary is always happy to help.

Schwab Accounts

• Access your investment accounts held at Charles Schwab & Co., Inc.  Balances, transactions, account statements, and other information for accounts advised on by Potomac Wealth Strategies.
  View your investment accounts →

Financial Planning by RightCapital

• The financial planning platform used to organize and model your plan. You can review assumptions, explore scenarios, and track progress toward your goals.
  View and explore your financial plan →

Client Portal by Black Diamond

• Convenient platform for your billing summaries, tax forms and account statements, asset allocation performance information, and a safe place to share documents.
  Go to client portal →

Social Security

• Access your Social Security statement directly through the Social Security Administration’s website.
  View your social security statement →

Planning tools

• Schwab Retirement Calculator
• Social Security Benefits Calculator

Market news

• Bloomberg
• CNBC
• The Wall Street Journal
• Barron's
• The Economist

Stock Exchanges in the U.S.A.

• NASDAQ
• American Stock Exchange
• New York Stock Exchange

Need help?

If you have questions about account access, reports, or which portal to use, please contact Gary directly. Call (703) 746-8195 or send a message through the Contact page.

Disclaimers:

Potomac Wealth Strategies works with established third-party providers to support custody, planning, reporting, and research. When you follow links on this page, you will be directed to websites that operate independently of Potomac Wealth Strategies. These links are provided as a courtesy for general information. 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.

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.