Client Logins
Client Experience
- Review Investment Accounts
- Communicate With Team
- Access Client Experience Optimizer (1-click)
Client Experience Optimizer (C.E.O.)
- Account performance
- Quarterly statements
Wealth Management System
- See financial plan documentation
Other Logins
Disclosure
Charles Schwab & Co., Inc. (“Schwab”) is a registered broker-dealer, and is not affiliated with Navion Financial Advisors or any advisors whose names appear on this Website. Navion Financial Advisors is independently owned and operated. Schwab neither endorses nor recommends Navion Financial Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Navion Financial Advisors under which Schwab provides Navion Financial Advisors with services related to your account. Schwab does not review the Navion Financial Advisors Website and makes no representation regarding the content of the Website. The information contained in the Navion Financial Advisors Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. Clicking the Schwab logo means you will be leaving this site and entering the Schwab Website.