These materials have been independently produced by Trajan Wealth. Trajan Wealth is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Trajan Wealth provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Client LoginS
Good to Know
Due to the 2023 merger between TD Ameritrade and Charles Schwab, Trajan clients will receive two statements during their next statement period and two 1099’s for 2023.
Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc.
Client Requests
Use the form below for general requests. Please note we cannot update or modify your account/investments through this form. For urgent requests, please call 1 (800) 799-3320.
Please do not send any confidential information to us on this form.
“*” indicated required fields.
We consider you a part of the team. We look forward to helping you!