Take the first step towards your wealth transformation and open your investment account today!
Open your investment account* today!
1. Bookmark this page for reference.
2. To access discounted management fees, follow instructions below - using our advisor program key - to quickly open your Charles Schwab account.
READ MORE HERE about how your assets are protected at Schwab.
*Open a new Charles Schwab account, with our link and Advisor Program Key provided, or opt to roll-over an existing account.
EMAIL OUR TEAM for assistance.
1
Open Your Account
When you follow the link below, you will click on the blue box to "Open an Account", then you must enter Advisor Program Key: SBJ6 to continue.
CLICK HERE TO OPEN YOUR SCHWAB ACCOUNT
Then Enter Advisor Program Key: SBJ6 to continue.
2
Set Up Your Account
When you log in, you will be asked a series of questions which will direct you to the allocation that we would recommend based on your responses.
Once you have your account set up, Charles Schwab will request a copy of your driver’s license and verification of your banking information. You can do this either through their web portal, fax or by visiting a Charles Schwab branch.
3
Monitor your account
We will be able to monitor your account through our system and will guide you if we feel that any changes should be made.
If you have any questions, please do not hesitate to contact the LIVE WELLthy team!
Not ready to open an investment account, but still want access to the LIVE WELLthy Membership?
You Deserve Financial Security in the Future AND Financial Freedom Today!
You need a financial plan that doesn't just crunch the numbers, it also builds you an extraordinary life.
The LIVE WELLthy Membership enables you to build financial security for tomorrow while still enjoying spending freedom today. It’s a blend of 20+ years of personal and client experience refined into the easiest to follow program we’ve ever created.
Join for just $97/month
Let's Go!