IDA Financial Planning Website: Provides you with access to our full suite of financial planning tools, such as aggregation of accounts under IDA management as well as accounts not under management at IDA . In the financial planning log-on you can enter personal financial data and run reports to see your net worth, retirement cash flow, and much more.
IDA Performance and Reporting Portal: (only for clients with assets under management) Provides you with access to your quarterly performance, allocation and top holdings reporting. Each quarter IDA clients will receive an email notice when their newest report has been posted to this portal.
Sign in here to access your Schwab account only. Once assessed you will have detailed information such as account history, cost basis, holdings and etc.
Carlsbad, CA (760) 707-5555
Murrieta, CA (951) 290-5020
Scottsdale, AZ (480) 998-2995
Big Pine Key, FL (888) 401-2083
Fort Worth, TX (888) 401-2083
La Jolla, CA (888) 401-2083