Account Access

BFA Client Planning Portal

BFA Client Account Access

BFA Client Account Access

401k Optimizer Account Access

• BFA Tactically-managed Accounts (TMA’s)

• BFA Stock Model Accounts

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Charles Schwab are one of the firms that we use to custody our client assets. Charles Schwab, Bearing Financial Advisors, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab does not endorse or recommend any advisor and the use of the Charles Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab, Division of Charles Schwab Company, Inc., member FINRA/SIPC. Charles Schwab is a trademark jointly owned by Charles Schwab Company, Inc. used with permission.