Use the link below to log in to your account and see your account balance, positions, recent activity, account history and more. Clicking on the link will take you to the Charles Schwab client website.
Client account information is available through the Charles Schwab advisor website.
You will need your login ID and password provided by Charles Schwab. If you have questions or difficulty accessing your online account information, please
contact your advisor at 405-285-5111 for assistance.
Charles Schwab is a registered broker dealer, and is not affiliated with Integrated Planning Strategies, L.L.C. or its registered investment advisors. Charles Schwab neither endorses nor recommends any particular advisor or investment strategy. Integrated Planning Strategies provides investment advisory services for client accounts. Charles Schwab has agreements with Integrated Planning Strategies under which it provides Integrated Planning Strategies with services related to client accounts. Charles Schwab does not review the Integrated Planning Strategies website, and makes no representation regarding the content of the website. The information contained on Integrated Planning Strategies website should not be considered a recommendation by Charles Schwab or a solicitation of any offer to purchase or sell any securities.
Information reflected in client accounts on the Charles Schwab website is produced by Charles Schwab and its affiliated companies; it is not provided by Integrated Planning Strategies.