FinArc’s clients have a variety of options regarding brokerage firms to hold their assets and to execute trades. Securities are held in brokerage and retirement accounts unaffiliated with FinArc. Online access provides our clients with an additional source for reconciling their account positions and trade executions.
Current clients can login to their accounts at: www.schwaballiance.com.
Please contact us directly with any questions regarding Charles Schwab & Co.
Schwab Disclosure Notice
Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this website.
FinArc Investments, Inc. is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. FinArc Investments, Inc. provides investment advisory services for your account. Schwab has agreements with FinArc Investments, Inc. under which Schwab provides FinArc Investments, Inc. with services related to your account. Schwab does not review the FinArc Investments, Inc. website, and makes no representation regarding the content of the website. The information contained in the FinArc Investments, Inc. website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.