Client Access Center

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Charles Schwab

Use the link below to securely view account information directly on Schwab’s platform.

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Investment Portal

Access portfolio performance, allocations, and reporting through our secure portal.

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Planning Portal

Access your financial plan and track progress toward your most important goals.

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ShareFile

ShareFile is our secure document portal, built for safely exchanging sensitive information.

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Need help accessing your accounts?

If you have any questions, please reach out to your Investment Adviser Representative or a member of our Client Service Team for assistance with login credentials or portal access.

You can also call us at (303) 672-9876 or email This email address is being protected from spambots. You need JavaScript enabled to view it. for further support.

Causey Wealth LLC ("Causey Wealth") is an investment adviser registered with the Securities & Exchange Commission ("SEC") and is not affiliated with, or supervised by, Charles Schwab & Co., Inc. ("Schwab"). Schwab is a registered broker-dealer and member SIPC, providing custody and trading services to independent investment advisers.

Causey Wealth has selected Schwab as its operationally independent third-party custodian. Causey Wealth has no ownership or financial interest in Schwab or any of its affiliates. Clients may elect to have their accounts held at another institution, should they elect to do so.