Confidential Document Sharing
Your privacy is our priority. You have access to a password-protected, file sharing and storage tool called ShareFile. This service allows you to share and obtain confidential documents with the most up-to-date security available.
As our client, you are able to receive and reply to our encrypted email easily, with the knowledge that there will be no unauthorized access to your information.
Schwab Account Access
Accessing your Schwab Account will take you from the Harris Financial Advisors website and you will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.
Schwab is a registered broker-dealer, and is not affiliated with any advisor(s) whose name appear(s) on this website. Harris Financial Advisors is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. Harris Financial Advisors provides investment advisory services for your account. Schwab has agreements with Harris Financial Advisors under which Schwab provides Harris Financial Advisors with services related to your account. Schwab does not review the Harris Financial Advisors website, and makes no representation regarding the content of the website. The information contained in the Harris Financial Advisors website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.