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CLIENT LOGIN

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Schwab Alliance

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Account balances and activity
Monthly statements and tax forms
Account opening and electronic transaction approval
Delivery preferences, including
“Go Paperless”

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Black Diamond Wealth Platform

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Customized account performance reporting
Detailed account information
Robust portfolio view with dynamic reporting tools
Document vault of quarterly reports

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PCS Retirement (401k Employer Sponsored Plan Participants)

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Statements and service forms
Initiate rollover requests
Request loans and withdrawals

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