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Charles Schwab is PVI's primary custodian — one of the largest and most trusted brokerage platforms in the world. Your investments are held securely at Schwab, giving you direct access to account balances, statements, tax documents, and transaction history any time.
As PVI's primary custodian, Schwab holds your investment accounts with the security and regulatory oversight of one of the world's largest financial institutions. Your assets are protected by SIPC insurance, and your account is accessible 24/7 through Schwab's web and mobile platform.
View real-time balances across all your Schwab accounts — brokerage, IRA, rollover, and more — with a detailed breakdown of holdings and allocations.
Access monthly statements, trade confirmations, and year-end tax forms (1099s) for all your accounts, available digitally at any time.
Review a full history of trades, dividends, deposits, and withdrawals across every account with powerful filtering and export options.
Communicate directly with Schwab's service team through the secure portal for any account questions, service requests, or document submissions.
Full account access from the Schwab mobile app — check balances, view positions, review transactions, and contact support from anywhere.
Your assets are held with SIPC protection up to $500,000 and additional coverage through Schwab's excess of SIPC program, overseen by FINRA and the SEC.
Log in to your Schwab account to see all your PVI-managed positions, cash balances, and historical performance in one place. Your account is updated in real time throughout the trading day.
Access years of account statements, trade confirmations, and tax documents from a single secure location. No more waiting for paper mail — everything is available digitally the moment it's published.
The Schwab mobile app gives you full access to your account balances, positions, transaction history, and documents — all in real time from your phone.
Log In to Schwab →Your PVI team is here to help with any Schwab account questions — from accessing statements to understanding your holdings. Give us a call or schedule a meeting.
