Existing Clients

Client Portal

Secure access to your accounts, statements, and important documents.

Access Your Accounts

Your accounts are held with Charles Schwab Alliance, a leading custodian known for security, reliability, and investor protection. Use the portal below to view your holdings, monitor performance, and access statements.

Access Schwab Portal

What You Can Do:

✓ View your portfolio holdings and allocation
✓ Monitor real-time performance and account value
✓ Download statements, tax documents, and transaction history
✓ Review account activity and trades

Secure Document Sharing

Need to send us documents for review or processing?

We use OneDrive for secure file transfer. Tyler will provide you with a secure link for uploading documents such as tax returns, estate planning documents, or other financial records.

For questions about document submission, contact us directly at tyler@mariswealthmanagement.com.

Portfolio Builder Tool

Explore your investment strategy and optimization scenarios.

Our Portfolio Builder tool allows you to visualize and test different allocation scenarios for your wealth strategy.

Launch Portfolio Builder

Questions About Your Account?

Reach out to Tyler directly. We're here to help clarify your holdings, discuss performance, or answer any questions about your portfolio.