Client Center


Access your investment accounts and other useful information.

Client Portal

Client Portal

Access portfolio statements, performance reports, and other documents.

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Secure Document Upload

Secure Document Upload

Drag & Drop Files or Click “Browse Files” to attach and submit any documents (e.g. statements, driver’s license, etc.). 

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Custodian Account Access

Custodian Account Access

 On-demand access to important account information and details at your account custodian, and the ability to approve certain digital requests from our team.

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Your Financial Plan

Your Financial Plan

Access your financial plan details and projections, including retirement projections, net-worth statements, estate analysis and plan scenarios. Note, you may have to request access from your advisor to access certain plan details.

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Tax Preparation Portal

Tax Preparation Portal

Upload tax documents and engage with our tax preparation team. Available only to tax preparation clients.

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Need Help?
Contact our Client Service team at clientservices@tobiasfinancial.com and we will be happy to assist you.


Charles Schwab & Co., Inc. is the firm that we use to custody our client assets. Charles Schwab, Tobias Financial Advisors, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab does not endorse or recommend any advisor and the use of their respective logos or trademarks does not represent the endorsement or recommendation of any advisor. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

PLEASE NOTE: This information is being provided as a courtesy and Tobias Financial Advisors makes no representation as to the completeness or accuracy of information provided on third-party websites. We are not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party tools or websites. When you utilize the third-party websites, you are leaving our website and accept the responsibility and risk of using their platforms, and accept any security, privacy or other policies in place at the third-party provider. 

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