Schwab

Schwab Account View is our basic service. Account View will summarize assets held directly at Schwab, allow downloads of data to Quicken and more!

 

 

Web Meeting

To link to a conference call / internet meeting with us:

 


A page will open. Simply enter the meeting number we have provided in the upper right hand corner of the screen where it says "Join a Meeting".

A small program will download (takes about 1-2 minutes) and you will be linked over to our computer system for your meeting! 

By this point, if you have not been contacted by phone for your meeting please contact us at 816-285-9000

Secure Portal

Secure File Storage & Transfer. Store your important files on our secure servers and access them from anywhere.

 


Use ShareFile cloud storage for secure access to data anywhere, anytime, from any device. ShareFile offers a full-suite of mobile tools for all of the popular phones and tablets.

  • Files transferred to and from shareFile use SSL/TLS encryption
  • Customizable security settings and admin controls
  • Quickly transfer and store large files up to 10 GB
  • Desktop widget allows access to files without opening a browser
  • Sync files across all devices
  • Upload or download files instantly from your iPhone, iPad or Android device or pc
  • Built-in email capabilities with the option to link to files for easy sharing

 

Client Access

Buttonwood

Buttonwood Wealth Management Solution v9.0 (BWMS) is our fully comprehensive financial reporting / planning / tracking service. Through BWMS you can view, in aggregate, all of your financial assets in one location! 

At Buttonwood we assist our clients to take control of their financial lives. Not only can you view updated values of your assets on a daily basis, the values will update your personal financial plan thus enabling much more accurate planning and forecasting. 



Accounts that can be linked through BWMS include:

  • Bank Accounts (checking, savings, CD's, money markets, etc)
  • Investment accounts at a brokerage firm (Merrill, E-trade, Schwab, etc)
  • Individual stock and bond positions held at transfer agents
  • Mutual Funds/529 Plans
  • Insurance (Life, Long Term Care, Disability, Business Overhead, etc)
  • Employer Sponsored Retirement Plans
  • Frequent flyer / mileage / rewards plans
  • Stock Options and grants
  • Mortgage loans
  • Home Equity accounts
  • Credit Cards
  • Student Loan accounts
  • Consumer/Auto loans

And many more! Almost any account you can access from the internet can be aggregated into the WMS!

Once accounts are linked to BWMS, you can view a number of reports to help you track progress of your financial life.  These reports, with values updated daily, include:
  • Asset summary
  • Balance sheet
  • Statement of cash flows
  • Estate planning flow charts
  • Estate planning calculations (including estate liquidity and transfer)
  • Income tax calculations (today & future income and capital gains)
  • Insurance summary (including needs analysis and resource impact)
  • Stock Options and grants
    And many more! 
Included in our WMS is the ability to run "what if" scenarios to make sure your plan is on track. These include:
  • Early Retirement
  • Move to part time employment
  • Disability occurs
  • Inflation rises
  • Long Term Care is needed
  • Premature Death
    And many more!