YOUR FINANCIAL PLANNING WEBSITE
See your financial life in one place.
Capstone creates a Personal Financial Planning Website for each client, including a secure Document Vault.
Your site gives you a central place to organize the information used throughout the planning process and access the financial planning experience Capstone builds with you.
Want to see how it works?
You can set up a Personal Planning Site and explore a preview of the experience. If you become a Capstone client, your site can be converted into your full Financial Site.
ACCOUNT ACCESS
Access your Schwab accounts securely.
If your accounts are held at Charles Schwab, Schwab Alliance provides secure online access to your account information and documents.
Read more about Schwab's privacy policy.
Third-party firms and their employees are not affiliated with or employed by Schwab. Their mention should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed are those of the third parties and are provided for informational purposes only. The experiences shared are no guarantee of future performance or success and may not be representative of you or your experience. Third-party trademarks are the property of their respective owners and used with their permission.
Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM").
Independent investment advisors are not owned by, affiliated with or supervised by Schwab.
© 2026 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.
New to Schwab Alliance?
Watch this quick walkthrough to get familiar with the platform and where to find the information you need.
GETTING STARTED
Your next steps are simple.
01.
Set up your Personal Planning Site
Create your planning website and secure Document Vault.
02.
Complete the information Stephanie requests
This gives Capstone the information needed to begin building your financial plan.
03.
Set up Schwab access if applicable
If your accounts will be held at Schwab, you’ll receive the appropriate account-access instructions.
