Client Portals Here you will find information not accessible to the general public. You will be able to access and download all our client forms, documents, and exercises. LOG IN HERE: Username Password Once logged in, click here for access Access to secured file sharing. Click here to log in For individuals who have accounts held at Charles Schwab. Click here to log in To view account information including balances, holdings, performance, custom reports, and custodial statements that are housed in the Client Portal. Click here to log in FIRST STEP LOGIN Access The First Step Cash Management System™ Click here to log in