Client Resources

Charles Schwab

IMPORTANT NOTICE: By using the below link you will be leaving the O’Donnell Financial Group website and will be entering the Charles Schwab website.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

Advyzon

IMPORTANT NOTICE: By using the below link you will be leaving the O’Donnell Financial Group website and will be entering the Advyzon website.

Advyzon is a modern wealth management technology platform that gives investors a unified, easy-to-use portal to view and interact with their investment information — including performance reporting, portfolio analytics, secure document access, and customizable dashboards — all in one place. Through integrations with custodians and tools like consolidated account views and mobile access, it helps investors stay informed, track their financial progress, and make smarter decisions about their holdings and goals.

Portal Coming Soon.

Pershing’s NetXInvestor

Pershing’s NetXInvestor platform combines an elegant, online investment solution for your clients with exceptional flexibility and customization options for your firm. With NetXInvestor, you can keep investors connected with your firm, your advisors and the markets. It offers anytime, anywhere access to consolidated account information, online documents, portfolio management solutions, and trading—plus market research, quotes and news from leading providers.