Online Client Access

As a Sensible Money client, you have online access to your documents, financial projections, and live portfolio reports, which you can find by clicking on the respective login buttons below. Your level of access depends on your service package.

Secure Document Sharing

Box is a secure online document sharing service used by businesses worldwide. It lets you quickly, easily and securely share documents with us, and lets us share reports, schedules and notes with you. With Box we can easily locate the files we need, and you can quickly find the reports we create for you.

Portfolio Reports

Your portfolio reports show you a consolidated view of your accounts, allocation, and holdings, as well as a comparison of the net amount you invested versus current values.

Charles Schwab