top of page

Access your client account at Charles Schwab using the link to the left.
 
If you do not have your Charles Schwab account numbers yet, please contact our office at (616) 233-9773 or suzi@eastownfinancial.com and we can give those to you. 

Access copies of your tax return documents using our secure file exchange web portal. 
Contact our office to learn how to activate your account. 

Cropped computer
bottom of page