Welcome to the Learning Center!

Since Trek utilizes several systems to help service our clients, we felt it was necessary to create a website focused on assisting clients with how our systems work and tips on how to use them. As an essential part of enhancing the client experience, this site is a reference guide to help answer your questions. 

Learn how to use the Trek Client Portal to access the performance of your investments.

Learn how to set up and use your Schwab account online.

Learn how to digitally review, sign and submit your documents through our secure digital signature process.

Learn how to securely and safely send important information to us through our Secure Email System.

Find additional information on some important internet safety tips, and how to use password management tools.

Learn More About Our Systems

Do you have questions or need help?

Check out our FAQ!

Are passwords a pain to remember?

We all know how frustrating it can be to try and remember all of the accounts and passwords we need in our daily digital lives. We have a couple of tips to help you with your password management. Dreaming up a different password for every site and service is the best way to keep your stuff safe online, but it’s also a gigantic nuisance.

Signing Files Digitally

Our system provides a simple way to complete the processing of your documents. We have partnered with DocuSign to obtain your signature electronically. Whether you’re on a laptop, desktop, mobile phone, or a tablet you will be able to sign your documents anytime. We detailed out the process and what you should expect.