SilverOak Client Portal
Access your own personalized web page for current portfolio reports, interactive client/advisor To-Do's, and a document vault that contains digitally stored copies of your quarterly reports, tax reports, and other confidential information.
TO OUR CLIENTS: If you are having problems signing into your client portal or need assistance with your user ID or password, please contact our offices at 952-896-5700.
Schwab Online Access
Our custodian for Investment Advisory Clients is Charles Schwab & Co., Inc. Access your account balances, transactions, monthly statements and tax documents.
IMPORTANT NOTICE: You will be leaving the SilverOak Wealth Management website and will be entering the Charles Schwab & Co., Inc. ("Schwab") website.
Schwab is a registered broker-dealer, and is not affiliated with SilverOak Wealth Management or any advisors whose names appear on this website. SilverOak Wealth Management is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. SilverOak Wealth Management provides investment advisory services for your account. Schwab has agreements with SilverOak Wealth Management under which Schwab provides SilverOak Wealth Management with services related to your account. Schwab does not review the SilverOak Wealth Management website, and makes no representation regarding the content of the website. The information contained in the SilverOak Wealth Management website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell securities.