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.
Morningstar
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.
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries. The Company operates through wholly- or majority-owned subsidiaries in 32 countries.
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.