Schwab Account
To review your account information, please visit the Schwab website. If you have not set up your account so it can be viewed online, you can do so by calling Schwab Alliance at (800) 515-2157.
Tamarac Client Portal
The Tamarac Client Portal is a secure document lock-box. The client portal can be used in the following ways:
- Our clients can receive Arcadia quarterly reports and messages
- Arcadia can send forms and documents to our clients securely and quickly
- Our clients will be able to send forms and documents to Arcadia securely and quickly.
If you have not set up your client portal, you can do so by calling our office at (800) 448-5151.
