Things to Know

Schwab is our custodian and clearing firm, they hold and safeguard your financial assets, facilitate money movement, and generate account statements and tax documents.  For more on Schwab click here. You can view your accounts and documents by logging into Schwab.

Silver Oak Securities is our Broker-Dealer, providing "back office" support, regulatory oversight, and compliance.  Silver Oak is an important partner, giving us the tools and support we need so we can focus on you.  You will see their name in addition to TruNorth on your statements, disclosures, and other communications.  For more on Silver Oak click here.

Approving Paperwork and Money Movement in Schwab's Online Portal

If you have any questions or issues, call the Schwab Alliance support team at 1-800-515-2157.  If this is your first time using the Schwab Alliance Portal, you may need to agree to electronic approvals (this only needs to be done once). 

1. Log in to Schwab. To approve account paperwork or money movement first log in to your Schwab online account.  You may receive a text or a call with a security code.
2. Navigate to the Message Center. Click on “Message Center” in the upper right corner.
3. Click the Notification and Review. You will see the details of the paperwork or money movement.
4. Verify, and submit.  Once you have reviewed the information, submit your signature or approval.  You will receive a confirmation that your approval was submitted.