Client Center: Resources & Links for Jentner Wealth Management Clients

Client Center

Jentner Wealth Management provides its clients with digital tools to access information and contact the Jentner team. The links to those tools can be found below. If you have questions about any of the sites, please don’t hesitate to CONTACT the Jentner Wealth Management team.

[CLICK HERE] to log in to your personal wealth management portal. The portal will open in a new window. Enter your username and password to log into the Client Portal.

Click a name below to join the Online Meeting Center with a member of the Jentner team. If your meeting has not begun, please wait for the meeting to start. If it has started, please enter your information and “knock” to join. Only available for scheduled meetings.

Matthew / Daniel / Seth

To send a file securely to a member of the Jentner team, please click the name of who you’d like to receive the file and follow the instructions on the screen:

Bruce / Matthew / Daniel / Seth

For Jentner Wealth Management clients, to get 24/7 access to account information, real-time stock quotes, your transaction histories, and more from Schwab’s direct online services, visit schwaballiance.com or [CLICK HERE]. You can receive your Schwab statements, regulatory reports, and confirmations of transactions online by contacting Schwab at 1-800-515-2157 or visiting schwaballiance.com.

If you have chosen to have your quarterly statements delivered electronically, you can [CLICK HERE] to access them. 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.

For Jentner Portfolio Management clients, 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, visit institutionalintelligent.schwab.com or [CLICK HERE]. Your Schwab statements, regulatory reports, and confirmations of transactions are also available there.