Client Resources

Client Resources

Not a client yet? Click here to get started or give us a call at (517) 321-4832

SRB Client Portal – This link will take you to your login page for your SRB Client Portal.  This is where you can access your investment accounts, statements, and tax documents, see your financial plan and communicate with your Advisor. 

If you are a new user or you have forgotten your portal password, your email address on record with us is your user ID. Click “Forgot Password” and you will be instructed on how to create a new password.

Client Portal Guide – This link provides a step-by-step guide for navigating the Client Portal.  We recommend viewing this document to see the functionality available in the portal and address any questions you might have.

Custodial Websites

Schwab Transition information – Please click here to access the Schwab website that provides information and updates regarding the transition from TD Ameritrade to Charles Schwab.

You can access your account custodian directly using their sites below. Use this access to change your statement preferences and to see your portfolio directly from Schwab. (Link to Schwab and information on resetting password)

Client Portal

You can use the link below to access your Investment accounts and Financial plan.

Login to your Portal
Client Portal Guide

For instructions on how to best use the client portal, click below.

Client Portal Guide