Client Login
Access Your Accounts at Schwab Alliance.
SilverOak Investments clients access account information, statements, and tax documents through Schwab Alliance, the secure client portal operated by our custodian, Charles Schwab & Co., Inc.
Before You Continue
You are about to leave SilverOak Investments's website and proceed to a third-party site operated by Charles Schwab & Co., Inc. SilverOak Investments does not control and is not responsible for the content, privacy practices, or security of third-party websites.
Your Schwab Alliance credentials are managed by Schwab. If you need help with login credentials or account access, contact Schwab directly or reach out to us at (800) 520-0605.
Schwab Alliance is a service of Charles Schwab & Co., Inc., member SIPC, providing custody, brokerage, and related services. SilverOak Investments does not custody client assets. Account positions and transactions are reported by Schwab directly.