![]() To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Vista Wealth Management, LLC. ![]() Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Vista Wealth Management, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Please remember that past performance may not be indicative of future results. Want to know what's going on inside Vista? Take a look at our updated Facebook and LinkedIn pages! For information about the portal, please read our previous piece by clicking here. Of course, if you have any issues or questions, we'd be happy to hear from you.Īdditionally, if you would like to add two-step verification to your Vista client portal login, you may do so by accessing your "User Profile". For example, if your spouse has his/her own login to a joint account, he/she would also need to set up this two factor authentication for his/her own login.Īs mentioned, we've been using this login procedure with Schwab for years and we find the added level of security to be easy to administer. This is set up by user ID, not account.Once you've activated it, don't worry if on future attempts you enter your user name and password without putting in the key code, the site will then prompt you on a new screen to enter the numbers from the app.If you download account information to Mint, Quicken, or another program, you won't be able to use a password from a "vault" for automatic download. You will always need to use your smart phone and generate a code. Once you activate the two factor authentication as instructed, you will no longer be able to log in by just using your username and password.If you ever have trouble logging in, you can always call Schwab directly at the number above to complete any task. Obviously, this prevents anyone from accessing your Schwab accounts online unless they know your user name, password, and have your phone. Click on the "Log In" button on the website. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |