You may use any type of account at Charles Schwab to purchase the investment funds listed on our website. This includes regular accounts, IRA accounts, 401K accounts, trust accounts, and business accounts.
If you do not already have a Schwab account, it is very easy to open an account.
You must link your Schwab account to Treeview Capital as the investment advisor before you can purchase investment funds available through our platform. We will only have viewing access to your account. Our firm does not have the capability to purchase funds on your behalf; that action remains solely with you.