Getting Started

Please click below for welcome message:

Step by Step Instructions

1. Sign your Agreement

Please go here to sign your Agreement.

Exhibit 1 will get completed once your Schwab accounts are open.

3. Share your Information in Money Guide Pro:

Using instructions sent under a separate email, please go to your Client Portal and click on the Vault Tab. Open folder "Money Guide Pro Instructions" to find out how to connect your accounts and share your information with us.

6. Set up our Meeting:

Please choose one:

a. Here to set up our meeting online via Zoom.

b. Here to meet at our Redwood Shores Office.

c. Here to meet at our Palo Alto Office.

2. Create login for Client Portal

Look for email under separate cover from Kim with subject line: Online Access to View Your Account Information. Follow instructions to set up login. Click here to get further details via video.

4. Share Your Documents to the secure Client Portal:

Once logged into your Client Portal, please go to the Vault Tab and upload the following documents into the "My Documents and Statements" folder:

A. Your most recent Social Security Statement. You can find it here.

B. Your most recent tax returns.

C. Your most recent brokerage statements.

7. Update your email filters:

To prevent email going into spam, please add Meredith's and Kim's emails to your approved email list.
a. MSchneider@SchneiderWealth.com
b. KimC@SchneiderWealth.com

2. Create login for Client Portal

Look for email under separate cover from Kim with subject line: Online Access to View Your Account Information. Follow instructions to set up login. See video below for details

5. Complete your Life Survey:

Please complete this form. If a

couple, each complete separately.

8. No action required.

This is our most recent ADV and CRS. No action required on your part. This is a document we are required to provide to clients.