ALL THE TOOLS YOU NEED TO MAKE YOUR LIFE EASIER!
ALL THE TOOLS YOU NEED TO MAKE YOUR LIFE EASIER!
Secure Portal Access
Secure Portal Access
CHARLES SCHWAB
BLUELEAF
CHARLES SCHWAB
BLUELEAF
FREQENTLY ASKED QUESTIONS
Our dedicated team is committed to delivering exceptional results to our clients, and we strive to overcome challenges by developing solutions that make a tangible difference.
Consider this page your virtual concierge, designed to enhance your efficiency when you simply need some guidance on a quick question, or you need to access one of your accounts.
How do I log into Charles Schwab?
Click on the link at the top of this page and follow the prompts.
If you are a new user, set up your account first, then save login info for the future.
If you have trouble logging in, follow the prompts after clicking: “Forgot login ID or password?"
How do I find my Charles Schwab account number?
Once logged into your account:
> Click on "summary"
> Click on the investment account you need the number for
How do I change my address at Charles Schwab?
Once logged into your account:
> Click on the profile drop down menu (top right)
> Select "my profile"
> Under “Primary Contact Information” go to "address"
> Click "edit", make your changes & save
How do I update my beneficiary at Charles Schwab?
Once logged into your account:
> Click on the profile drop down menu (top right)
> Select "my profile"
> Click on “Beneficiaries” (near top)
> Click on the account you would like to update, cl
How do I access funds from my Charles Schwab accounts—Non-Qualified accounts or IRA
***Keep in mind that there will be tax penalties if you pull out funds from your IRA and are under the age of 59 ½***
Once logged into your account:
> Hover over "Accounts" (top left)
> Click "online transfer"
> "Tell us what you'd like to transfer" , click "cash only"
> Select account FROM and account TO
> Select amount & frequency, click "continue"
> Review & submit
NOTE: if you don’t
have enough cash funds in your account, please reach out to
[email protected] to help free up the funds.
How do I deposit funds into my Charles Schwab accounts?
Once logged into your account:
> Hover over "Accounts" (top left)
> Click "online transfer"
> "Tell us what you'd like to transfer" , click "cash only"
> Select account to deposit TO
> Select your bank account to pull FROM
> Select amount & frequency, click "continue"
> Review & submit
How do I deposit a paper check into my Charles Schwab accounts?
This can only be done through the Charles Schwab Mobile Deposit App
Once you've downloaded the app & logged into your account:
> Tap "deposit" and select account to deposit TO
> Follow pr
How do I add a bank acct to my Charles Schwab account?
Once logged into your account:
> Hover over "Accounts" (top left)
> Click "external accounts"
> Select "Charles Schwab One nonqualified" from the drop
down
> click “Link an External Account”
> Follow prompts to select your financial institution and enter credentials, complete process
How do I get my tax forms from Charles Schwab?
Once logged into your account:
> Click on "Accounts" (top left)
> Click on "Statements" (sub-menu, top right)
> Select account, click "tax forms" & enter date range
How do I get my statements from Charles Schwab?
Once logged into your account:
> Click on "Accounts" (top left)
> Click on "Statements" (sub-menu, top right)
> Toggle date, account & document type you would like
> Select "statements"
How do I login to Blueleaf?
Click on the link at the top of this page and follow the prompts.
If you are a new user, you must first receive an invitation from the Relevé team to access the Blueleaf portal.
If you need an invitation to set up your account for access please email [email protected] for assistance.
If you have trouble logging in, follow the prompts after clicking: “Forgot login password?"
How do I add an account in Blueleaf?
Once logged into your account:
> Click on "Accounts" (left menu)
> Click “Add a New Connection”
> Select your financial institution, enter credentials, complete process
How do I add a document to Blueleaf?
Once logged into your account:
> Click on "Documents" (left menu)
> Click "upload file" and follow prompts
Already a Relevé client?
Existing Relevé clients have complimentary access to our proprietary online advisory platform, which includes ongoing education materials and videos to support your wealth building journey. Please feel free to email us to receive details.
FREQENTLY ASKED QUESTIONS
Our dedicated team is committed to delivering exceptional results to our clients, and we strive to overcome challenges by developing solutions that make a tangible difference.
Consider this page your virtual concierge, designed to enhance your efficiency when you simply need some guidance on a quick question, or you need to access one of your accounts.
How do I log into Charles Schwab?
Click on the link at the top of this page and follow the prompts.
If you are a new user, set up your account first, then save login info for the future.
If you have trouble logging in, follow the prompts after clicking: “Forgot login ID or password?"
How do I find my Charles Schwab account number?
Once logged into your account:
> Click on "summary"
> Click on the investment account you need the number for
How do I change my address at Charles Schwab?
Once logged into your account:
> Click on the profile drop down menu (top right)
> Select "my profile"
> Under “Primary Contact Information” go to "address"
> Click "edit", make your changes & save
How do I update my beneficiary at Charles Schwab?
Once logged into your account:
> Click on the profile drop down menu (top right)
> Select "my profile"
> Click on “Beneficiaries” (near top)
> Click on the account you would like to update, cl
How do I access funds from my Charles Schwab accounts—Non-Qualified accounts or IRA
***Keep in mind that there will be tax penalties if you pull out funds from your IRA and are under the age of 59 ½***
Once logged into your account:
> Hover over "Accounts" (top left)
> Click "online transfer"
> "Tell us what you'd like to transfer" , click "cash only"
> Select account FROM and account TO
> Select amount & frequency, click "continue"
> Review & submit
NOTE: if you don’t
have enough cash funds in your account, please reach out to
[email protected] to help free up the funds.
How do I deposit funds into my Charles Schwab accounts?
Once logged into your account:
> Hover over "Accounts" (top left)
> Click "online transfer"
> "Tell us what you'd like to transfer" , click "cash only"
> Select account to deposit TO
> Select your bank account to pull FROM
> Select amount & frequency, click "continue"
> Review & submit
How do I deposit a paper check into my Charles Schwab accounts?
This can only be done through the Charles Schwab Mobile Deposit App
Once you've downloaded the app & logged into your account:
> Tap "deposit" and select account to deposit TO
> Follow pr
How do I add a bank acct to my Charles Schwab account?
Once logged into your account:
> Hover over "Accounts" (top left)
> Click "external accounts"
> Select "Charles Schwab One nonqualified" from the drop
down
> click “Link an External Account”
> Follow prompts to select your financial institution and enter credentials, complete process
How do I get my tax forms from Charles Schwab?
Once logged into your account:
> Click on "Accounts" (top left)
> Click on "Statements" (sub-menu, top right)
> Select account, click "tax forms" & enter date range
How do I get my statements from Charles Schwab?
Once logged into your account:
> Click on "Accounts" (top left)
> Click on "Statements" (sub-menu, top right)
> Toggle date, account & document type you would like
> Select "statements"
How do I login to Blueleaf?
Click on the link at the top of this page and follow the prompts.
If you are a new user, you must first receive an invitation from the Relevé team to access the Blueleaf portal.
If you need an invitation to set up your account for access please email [email protected] for assistance.
If you have trouble logging in, follow the prompts after clicking: “Forgot login password?"
How do I add an account in Blueleaf?
Once logged into your account:
> Click on "Accounts" (left menu)
> Click “Add a New Connection”
> Select your financial institution, enter credentials, complete process
How do I add a document to Blueleaf?
Once logged into your account:
> Click on "Documents" (left menu)
> Click "upload file" and follow prompts
Already a Relevé client?
Existing Relevé clients have complimentary access to our proprietary online advisory platform, which includes ongoing education materials and videos to support your wealth building journey. Please feel free to email us to receive details.
Ready To
MANAGE YOUR WEALTH DIFFERENTLY?
We'll inspire you each month with the most relatable topics and tactical advice.
Every issue is packed with financial tools, news and motivation to help you manage your wealth differently.
Ready To
MANAGE YOUR WEALTH DIFFERENTLY?
We'll inspire you each month with the most relatable topics and tactical advice.
Every issue is packed with financial tools, news and motivation to help you manage your wealth differently.
2025 RELEVE FINANCIAL GROUP | CREDITS
