Client Portal

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Client Account Viewing and Planning Tools

Please click below to view all your savings and investments accounts, holdings, activity, performance, financial planning tools and more.

Click Here to View Your Accounts and Planning Tools

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Charles Schwab Institutional

Please click below to view your Charles Schwab Custodial accounts, along with account statements, Stock, Mutual Fund and Exchange Traded Fund research. Charles Schwab is not affliated in any way with PlanRock. PlanRock utilizes the account custodial services of Charles Schwab Institutional. PlanRock does not custody any client assets.

Click Here to View Your Charles Schwab Custodial Accounts

Investment Policy Statement – Questionnaire

Please fill out the following Investment Policy Questionnaire per investment account as a new client. Please, also fill out this Investment Policy Questionnaire each time your goals and objective change per investment account. Directions: Please answer each question based on your circumstances, click submit

  • Advisor-Client Agreement: Schedule A --- Investment Policy Statement Questionnaire
  • Please describe the goal as much as possible.
    This applies only to your stock or equity portion of your investment portfolio.
  • Please sign this Investment Policy Statement - Questionnaire Past performance does not guarantee future results.

  • By placing your name in the Full Name box and/or electronically drawing your signature and pressing submit, you confirm that the answers to the above questions are based your goals and objectives. You also wish to have your investments for this account to be managed accordingly. You also understand that this form is not a guarantee of any results or that your goals and objectives will be met. Past performance does not guarantee future results.

Client Relationship Forms

Full service Platinum

Our typical household minimum for Full Service Platinum is $1,000,000.
Minimum fees may apply.

Get Started – Full Service Platinum