If you do not know your login and password combination, please contact our offices at 913.814.3800 and we would be happy to assist you.
Performance Reporting & Financial Plan Summary - Click HERE for consolidated reports on all accounts, updated on a daily basis. Reports include performance, capital gain/loss, and current holdings.
Charles Schwab & Co., Inc. (Schwab) - Click HERE for daily account balances, recent transactions and tax documents on all Schwab accounts.
Spectrum Pension Consultants - Click HERE for retirement plan participant access to the Spectrum platform.