Your CRA-Client Resource Experience
Select preferred links and resources below to access desired information about your financial life.
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Click below to learn about, create or login to the Schwab Advisor Alliance portal due to the TD Ameritrade to Schwab Transition
Click Here to Learn How to Create/Login to Your Schwab Account
Investment Advisory Client Account Access - By Custodian
Financial Life Management Client Access - By Preference
GuideCenter is your personal online portal to track and monitor the progress of your entire financial life and engage with your financial life manager anywhere, anytime. Everything you want to know in a simple, easy-to-understand format to answer the only question that truly matters - "Am I okay?"
*Accessible exclusively by CRA clients engaged in the optional Financial Life Management-Client Experience service. Contact us for more information or for a free test drive.
Download the GuideCenter mobile application on the App Store or Google Play today.
PlanningCenter is your personal online portal to view an up-to-date consolidated view of your entire financial and retirement planning data all in one place - assets, liabilities, income, expenses, document storage...and more.
ReportCenter provides access to informative and easy to read investment reports exclusively for accounts under CRA management or guidance. Reports are custom tailored just for you!
FREE Retirement Investing Educational Resource
- The Bucket Plan Book
If you are a CRA client and you or someone you know is retiring or already retired, this simple to understand, educational book is an essential must-read to help preserve and grow your assets for a worry-free retirement. Simply fill in your name and e-mail address below, and we'll contact you to find out where to send your complimentary copy of The Bucket Plan book (a $16.79 value on Amazon). Preface written by Christian Cordoba, CFP® and Founder of California Retirement Advisors.
www.CaliforniaRetirementAdvisors.com
Plan and Invest Wisely - Live a Better Life
For additional assistance, please contact your service support team at service@CRAdvisors.com or call our office at 310.643.7472.
Investment advisory services offered through Mutual Advisors, LLC DBA California Retirement Advisors, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies. CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
This site if for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the US for residents of the US. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. Insurance services offered as independent agent.