Client Resources

Click this link for access to monthly statements, tax documents, account history and many more services from our custodian, Charles Schwab. 

Access your secure web portal to view quarterly performance reports, retrieve documents to sign, or to upload confidential documents to ACA. 

 Timely market news from Morningstar.

Disclaimer: By clicking these links, you are accessing third party sites that are not maintained by Affinity Capital Advisors.