Client Accounts

Welcome to your account access page. You can click on the Schwab Alliance link to access the custodian platform for your managed accounts under Sohum Financial Planning LLC. YOU can even downlaod teh mobile access and chose the paperless feature for conevenince. Get real time access to your accounts and positions in a secure manner or access your account and tax statements. Contact us to help you with the streamlined onboarding process that has your accounts set up in minutes and start benefitting from all the resources at Schwab.

Select the EMoney platform link to access your financial planning and wealth maangement overview and review your accounts from all institutions - including accounts held away- aggregated on one platform. You can securely upload and share your estate planning, financial and tax related documents through the online Vault including drivers licenses and passports as a back up in case of loss or damage. These are just some of the benefits of being on this platform . This service is being offered to all our clients to facilitate ease of doing business and enables you to quickly check your cash flow positions and net worth from anywhere in a secure manner as long as you have access to the internet. You can create budgets and organize your financial information in one spot with one log in that allows you to view your employer retirement accounts, bank accounts, insurance and annuity cash values, investment accounts and allows you to exchange sensitive information with your financial advisor or financial planner at Sohum Financial Planning LLC in a safe and confidential manner.

Schedule video calls and screen sharing to review your financial planning reports or learn to navigate this convenient website via a short demo. For details on how to get set up and take advantage of this client facing platform, email:  Devika@SohumFinancialPlanning.com