Client Access

At D.B. Root & Company, we’re all about simplifying your financial life, so we’ve included a number of account access sources for your convenience.

envestnet_logo

Envestnet-Tamerac aggregates all account information in one place.

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Charles
Schwab

Charles Schwab will provide you access to your individual accounts.

LOGIN NOW

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If you have not yet received your Username and Password for these sites, please call us at 412.227.2800