Client Login Options
ROOF ADVISORY GROUP
ShareFile by Citrix
ShareFile is a secure online portal that we utilize for our clients. This allows us to safely exchange documents between our firm and our clients. Here you will find paperwork, invoices with quarterly reports, portfolio review materials, or more information.
To access your Charles Schwab investment accounts online, Click Here. You will be leaving Roof Advisory Group, Inc. website and will be entering Charles Schwab Alliance website.