Client Center

Client Portal

To log in to your own digital wealth management portal, please click here. The portal will open in a new window. Enter your username and password to log in.

 

Online Meeting Center

Click here to join your meeting with the Jentner team. The meeting center will open in a new window. If your meeting has not begun, please wait for the meeting to start. If the meeting has started, please enter your information and “knock” to join. The meeting center is only available for scheduled meetings.

 

Send a File Securely

To send a file securely, please click the name of who you’d like to receive the file and follow the instructions on the screen.
Bruce Jentner
Matthew Jentner
Daniel Bloom
Seth Jentner

 

Jentner Quarterly Reports

If you have chosen to have your quarterly statements delivered electronically, you can click here to access them. The page will open in a new window. Enter your email and password to log in. If you’d like to have your quarterly statements delivered electronically, please call us at 1-866-JENTNER.

 

Schwab Alliance Website

To get 24/7 access to account and investment information, real-time stock quotes, your transaction histories and more from Schwab’s direct online services, click here or visit schwaballiance.com. You can receive your Schwab statements, regulatory reports and confirmations of transactions online. Schwab’s online options make receiving, storing and managing your reports and other information easier. To sign up for eDelivery, contact us at Jentner Wealth Management or Schwab at 1-800-515-2157.

 

If you have questions about any of the sites, please contact the Jentner Wealth Management team at 1-866-JENTNER.