Client Center
Training Videos
Schwab Transition - What You Need To Know
Learn more about the upcoming transition to the Charles Schwab Platform!

Signing Up for Schwab using
Account Number

Step-by-step instructions to sign up for Schwab Alliance using a TD Ameritrade or Charles Schwab Account number.
Schedule Meetings
Learn to schedule office meetings, web meetings, and phone meetings quickly and easily!
Personal Financial Website
Learn how to access your Personal Financial Website. Now you can see all of your financial affairs in one secure place.
Submit Service Requests
Learn how to submit a service request to TVFP. (Redeem funds, invest funds, change address, etc.)