For those clients with assets custodied at Charles Schwab, you may access your Schwab accounts via the link below. Please keep in mind you are now leaving the Walden Wealth Partners website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website. You will need a login ID and password provided by Schwab. If you have questions or difficulty accessing your Schwab accounts online, please contact Walden Wealth at 440-248-1632 or Schwab Alliance at 800-515-2157.
IMPORTANT NOTICE: Charles Schwab Co., Inc. (“Schwab”) is a registered broker-dealer, and is not affiliated with any advisor whose name appears on this Web site. Walden Wealth Partners is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. Walden Wealth provides investment advisory services for your account. Schwab has agreements with Walden Wealth under which Schwab provides Walden Wealth with services related to your account. Schwab does not review the Walden Wealth Web site, and makes no representation regarding the content of the Web site. The information contained in the Walden Wealth Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Please use this link to log into your ShareFile account. Here you can view your Walden Wealth Contract, performance reports and/or presentations. You can upload other personal documents (wills, Trusts, insurance documents) to keep them in a secure location. If you have not signed up for ShareFile, please contact us and we will create your account and begin delivery of your documents.