How do I access my SMI Private Client accounts?

Written by Anthony Ayers
Last update: Wednesday, Dec 27, 2023

You may access your SMI Private Client accounts in two ways.

The SMI Private Client dashboard shows your portfolio by SMI strategy and reports portfolio returns: https://www.smiprivateclient.com/login
Charles Schwab's website provides additional transactional detail: https://www.schwab.com

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