Take the first step towards your wealth transformation and open your investment account today!
Open your investment account* and gain FREE access to OWN IT!
1. Bookmark this page (you'll need to return and verify your new account number).
2. See instructions below to quickly open your Charles Schwab account.
3. Return to this page to verify your new account and gain immediate access to OWN IT!
READ MORE HERE about how your assets are protected at Schwab.
Return to this page once your account is set up to gain immediate access to OWN IT!
Enter LAST 4 DIGITS of your new Schwab ACCT #
Let's Go!Follow instructions below to quickly setup your account!
1
Open Your Account
When you follow the link below, you will click on the blue box to "Open an Account", then you must enter Advisor Program Key: SBJ6 to continue.
CLICK HERE TO OPEN YOUR SCHWAB ACCOUNT
Then Enter Advisor Program Key: SBJ6 to continue.
2
Set Up Your Account
When you log in, you will be asked a series of questions which will direct you to the allocation that we would recommend based on your responses.
Once you have your account set up, Charles Schwab will request a copy of your driver’s license and verification of your banking information. You can do this either through their web portal, fax or by visiting a Charles Schwab branch.
3
Monitor your account
We will be able to monitor your account through our system and will guide you if we feel that any changes should be made.
If you have any questions, please do not hesitate to contact the LIVE WELLthy team!
Return to this page once your account is set up to gain immediate access to OWN IT!
Enter LAST 4 DIGITS of your new Schwab ACCT #
Let's Go!Not ready to open an investment account, but still want access to OWN IT?
You Deserve Financial Security in the Future AND Financial Freedom Today!
You need a financial plan that doesn't just crunch the numbers, it also builds you an extraordinary life.
OWN IT is a complete wealth planning program that enables you to build financial security for tomorrow while still enjoying spending freedom today. It’s 20 years of personal and client experience refined into the easiest to follow program we’ve ever created.
6-Month Access | 4 Monthly Payments of $297
I'm Ready to OWN IT!*To gain free access to our Own It program: Open a new Charles Schwab account, with our link and Advisor Program Key provided, with as little as $5000 or opt to roll-over an existing account with a minimum of $10,000.
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