You may use a few core systems to support different parts of the client experience. This page gives a simple overview of the main systems covered in this Learning Center and where each one fits.
The Client Portal is the website which allows you access to all of your investment accounts that are with Trek Financial. Within this website, you are able to view asset allocation, investment holdings, transactions and account performance.
Schwab Alliance provides a secure, easy way to get on-demand access to important account information and documents and manage your account details.
We have partnered with Docusign, an industry leader in digital signatures, to allow for our clients an easier way to sign and receive their completed paperwork. You can still fax, scan and send or sign your documents in person, however the online eSignature tool will allow for all parties to receive digital versions of your paperwork without any extra work on your side. Now no matter where you are you can review and sign your documents on your computer, tablet, or mobile phone.
Trek uses Microsoft Office Message Encryption (OME), part of Microsoft 365’s enterprise-grade security platform trusted by millions of businesses worldwide.
At Trek Financial, protecting your personal and financial information is one of our highest priorities. We use Microsoft 365 Office Message Encryption (OME) to send and receive sensitive information securely. This means that when you receive a secure message from us you can trust it is encrypted end-to-end and can only be opened by you.
This site is meant to be a helpful place to learn more about Trek systems and resources. If you need help with your account, planning questions, login access, password requests, or any service-related issue, your advisor and their team are the best place to start. They can help with the details that are specific to you.
