Client Portals

NEW PORTAL: Upload/Download Docs(opens in new tab)

Use this portal to securely transfer documents to/from us.

We are migrating clients to a new portal. We will send you a link to the new portal once we have set you up. Use the link above for the new portal. If you need access to the old portal, use the link below:

Click here for the old portal

View your Charles Schwab investment portfolio

Charles Schwab Portfolio(opens in new tab)

Use this portal to access your account information at Charles Schwab.

Click here

DS Wealth Advisors Portfolio(opens in new tab)

Use this portal to access and view your entire portfolio.

Click here

DS Financial Advisors, Inc. is located in the North Hills of Pittsburgh, PA - Specialize in tax prep services and wealth planning

DS Financial Advisors is located in the North Hills of Pittsburgh, PA - get directions

DS Wealth Advisors, Inc. (DSWA) is a Registered Investment Adviser located in Pittsburgh, Pennsylvania. DSWA may only transact business in those states in which it is registered, or is exempt from registration. The publication of DSWA’s website on the Internet should not be construed by any consumer and/or prospective client as DSWA’s solicitation or rendering of personalized investment advice for compensation, over the Internet. A copy of DSWA’s current written disclosure statement discussing DSWA business operations, registrations, services, and fees is available at the SEC’s investment adviser public information website – adviserinfo.sec.gov or from DSWA upon written request.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. This website and information are not intended to provide investment, tax, or legal advice.

Advisory Services offered through DS Wealth Advisors, Inc., a Registered Investment Advisor, located in Pittsburgh, PA.
Tax, Accounting & Insurance Services offered through DS Financial Advisors, Inc.

Check the background of this financial professional on FINRA’s BrokerCheck.