THE TRAINING ROOM
It's easy to get started with a new Schwab account. The team here at EWM will help you open the account and transfer assets. Once we have opened your account, you can set up online access in a few simple steps—and download the Schwab Mobile app to keep up with your account anywhere, anytime. Below you'll find directions and link to walk you through getting online access to your accounts through Schwab Alliance.
Sign up for online access.
In just a few simple steps, you can sign up for access to the Schwab Alliance website, our customized online experience for clients of advisors. Schwab Alliance not only provides on-demand access to important account information and documents but also allows you to securely and quickly manage account details.
This brief video highlights all the benefits of signing up for online access. When you're ready to enroll, the easiest way to sign up is to have your advisor initiate the process. You'll receive an email from your advisor, and the step-by-step guide will help you complete enrollment in minutes.
Download and setup the Schwab Mobile app.
One of the best ways to stay up-to-date on your investments is through the Schwab Mobile app. Download the app for your favorite device from the options below and then sync your device. Or download one of our apps directly from your device. Once you install the app, log in with your Schwab Alliance credentials. You can also use this setup guide to help you get started with the right settings.
Envestnet MoneyGuide is a financial planning software used by EWM that allows us to give clients access to review plans and recommendations. In addition, you can explore how adjustments to your plan can impact your retirement planning.
What if you worked an extra year or retired a year early? How does this impact your goal? What if you saved an extra $500/month? This solution encourages you to explore the possibilities and helps us make recommendations in your best interest!
FINANCIAL PLAN ACCESS
PERFORMANCE REPORTS AND BILLING STATEMENTS
Morningstar Client Web Portal (CWP) is a secure website EWM uses to give you an overview of your investment accounts. It allows EWM to post reports and other files to a secure website, to which you both have access. EWM has Morningstar configured to also allow you to upload PDF documents (such as account statements, tax information, etc.) to the site us to review. This document explains the following procedures related to logging into the CWP:
How to login to the CWP
What to do if you forget your CWP password
What to do if you do not receive the e-mail to reset your password
How to change the e-mail address you use to login to your CWP
How to change your CWP password
What to do if you no longer have access to the e-mail address you use to log into the CWP.
For any other issue regarding your CWP, please contact us (717)545-5870 and the team will gladly assist you.
TECHNICAL ANALYSIS 101
Join Brian and Steve on their mission as they will look at what it means to be a Technical Analyst. This action-packed series is brought to you by the one and only Steve Economopoulos, CFP®, ChFC, CMT. In this ten-part series, they will answer questions like:
What does being a CMT mean?
What aspects of technical analysis of the stock market relates to your daily life?
How do CMT's gain an edge on the market?
Always fun - sometimes goofy - this duo can entertain and teach at the same time! Stay tuned for the full season through the upcoming months!
In this video we will explore what the Secure Act is and what it does.
PRESEASON - DOCUSIGN
In this video we will walk you through signing a document electronically.
Reassurance from the EWM team to keep you engaged as a long-term investor. Specific topics would include the top questions we receive from our clients out of concern for their portfolio. A popular reoccurring article would be 5 points to ponder as well as specific mental check in updates. Read our archive of articles here:
With today's environment, it is our priority to communicate with our clients to keep them informed to what is going on. Updates on topics including happenings within the firm and with investment management are provided to help keep our clients enlightened. Included is the business summary and outlook from our chief strategist Steve Econ:
Form ADV is the uniform form used by investment advisers to register with both the Securities and Exchange Commission (SEC) and state securities authorities. The form consists of three parts. Parts 1 and 2 are used by the SEC and the states. Part 3 is used by the SEC and some states. Part 1 requires information about the investment adviser’s business, ownership, clients, employees, business practices, affiliations, and any disciplinary events of the adviser or its employees. Part 1 is organized in a check-the-box, fill-in-the-blank format. The SEC reviews the information from this part of the form to manage its regulatory and examination programs. Although designed for a regulatory purpose, investment adviser filings of Part 1 are available to the public on the SEC’s Investment Adviser Public Disclosure (IARD) website.
Form ADV Part 2 requires investment advisers to prepare narrative brochures that include plain English disclosures of the adviser’s business practices, fees, conflicts of interest, and disciplinary information. The brochure is the primary disclosure document for investment advisers. Investment advisers are required to deliver to advisory clients their brochures, which will be made available to the public on the IARD website.
Part 3 CRS, the “relationship summary,” requires SEC-registered investment advisers that offer services to retail investors to prepare a brief plain English summary about the types of services the adviser offers, the fees and costs clients will have to pay for those services, the conflicts of interest the adviser may have, the required standard of conduct, any legal and disciplinary history, key questions to ask the adviser, and references to where clients can find more detailed information about the adviser and the services they offer. Broker-dealers are also required to prepare a relationship summary for their customers. Investment advisers are required to deliver to new, prospective, and existing clients, their relationship summary, which will also be made available to the public on the IARD website and on the investment adviser’s website if they have one.
Investment insight by EWM’s own Steven Economopoulos. Articles written and published in renowned publications throughout the years on various investment topics.