Client Instructional Videos

As Four Ponds Financial Planning has begun to use Charles Schwab for our clients over the past few months, we have created several instructional videos to help demonstrate the various Charles Schwab platforms. Amongst them include our tutorials on the Schwab mobile app and the Schwab online portal. We have linked them below for your convenience.

Logging Into Your Four Ponds Client Portal: A short tutorial on logging into and using the Four Ponds Financial Planning Client Portal

Logging into Schwab Alliance: Setting up your account and using Schwab Alliance

Schwab Mobile App: Installing the Charles Schwab mobile app and exploring some of its features

Opening Your Accounts at Schwab: How to open new accounts online through Charles Schwab