Client Account Access
Get to all of your accounts from one place! Below you will find information on accessing your Skybox Financial Group Client Portal and Charles Schwab.
Click below to get a consolidated list of all of your accounts online. Also you can organize all of your financial accounts even if they are not held with Skybox Financial Group. Other features include a document vault to store your important documents, track your financial progress, and all with the highest security available.
Skybox Financial Group is excited to announce the release of our new client portal. The current portal will be closed on June 1st and clients will no longer be able to access it. Check your email for instructions on setting up your account in our new portal. If you have any questions, please contact brooke@skyboxfinancialgroup.com for assistance.
