Broker Check

Client Center

CHC Financial Services works with several different service providers, each with their own portal. Not all clients receive all services.

PLEASE NOTE: This information is provided strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are visiting. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs. 

Canopy Tax

Canopy Tax

Upload and receive tax information here.

Canopy
Charles Schwab

Charles Schwab

The Schwab Alliance portal for account updates and information.

Schwab
Advyzon

Advyzon

The financial portal for accounts, billing and statements.

Advyzon
Right Capital

Right Capital

Financial planning tools and information.

RightCapital