Welcome To TLW
TLW is excited to work with you and be a part of your financial journey. Below is a step-by-step overview of the onboarding process. If you have any questions or need any assistance, please reach out to our team.
Charles Schwab’s platform is a secure and user-friendly platform to input all of your required information. TLW will need your basic contact information to get the account application started.
STEP 1
Client Suitability Form
As a part of your onboarding package, you will find a Client Suitability Form. This will allow TLW to get a general overview of your financial picture and how we can help.
STEP 2
Account Application and Money Link Form
You will need to complete an Account Application for yourself and the account co-owner if applicable. In that package, there will also be a Money Link section. Input the bank information you would like to have on file. This will create a connection between your bank account and investment account for easy contributions and withdrawals.
STEP 3
Review and Signatures
After TLW has received all your information for the account opening process, your advisor will review the finalized application and send it to Charles Schwab for processing.
STEP 4
Disclosures and Client Agreement
Use the link below to access our company’s disclosures. These do not require your signatures but are required to be delivered to all new clients. If you have any questions about the information in the disclosures please reach out to our team.
If your account requires a Client Agreement, your advisor will send this document separately during the singing process.
STEP 5
Account Access