Portfolio Solutions (ITAP’s and SBIP’s)
Click on the following links to directly access account information.
Charles Schwab — Client Access
|Special Notes to New Users
Click “New User?” in the login box on the Schwab website to begin or call the Alliance Team at 1-800-515-2157 for assistance.
|Charles Schwab — Representative Access||Trouble logging in? Call the Charles Schwab Technical Client Services team at 1-800-647-5465.|
|TCA by E*Trade (Liberty) - Client Access||Use your or your 6 digit account number as the “User Name.” Use your Social Security Number without dashes as the initial password. You will be prompted to Change the password.|
|TCA by E*Trade (Liberty) - Representative Access||Sign in with the ICON assigned user name and password.|
ICON Funds account information can be accessed multiple ways:
Click here or contact the Vision Support Group at 1-800-435-4112 for assistance.
|Direct Shareholders||Click here to access your account online or call ICON Funds Automated Telephone Service at 1-800-764-0442.|
|Clients with a financial adviser or broker/dealer||Contact your adviser or broker/dealer directly for access to your account data.|