Client Access Page

Welcome. This is a special page for Odyssey clients, providing you easy access to your OWM Financial Dashboard, aggregated account information, secure document vault, financial plan, Schwab accounts, and other important information.

Click Here to access your
OWM Financial Dashboard

Through your OWM Financial Dashboard you may:

  • Get balances for your investment, bank, credit cards, loans, and other financial accounts
  • Track your investments and the progress towards your financial goals
  • View your financial plans, tax returns, estate plans, and other important documents
  • Upload and download important documents securely
  • View and print financial reports
  • Track and record expenses

Click Here to access your
  Schwab Accounts  

Through your online Schwab Access you may:

  • View your Schwab investment accounts
  • Elect to receive your account statements and tax forms online

Additional Important Information

Schwab Addresses

Standard Mailing Address

Charles Schwab & Co. Inc.
P.O. Box 982603
El Paso, Texas 79998

Overnight Mailing Address

Charles Schwab & Co. Inc.
1945 Northwestern Drive
El Paso, Texas 79912

Schwab Wire Instructions

U.S. dollar currency only (originating inside U.S.)

Bank: Citibank N.A., New York
Routing number: 021000089
FBO: Charles Schwab & Co., Inc.
Account number: 4055-3953
Bank address: 111 Wall Street, New York, NY 10005
For further credit to: To ensure your client’s account is properly credited, provide the eight-digit account number and name(s) listed on the Schwab account.

Privacy Statement

Odyssey Wealth Management, LLC is committed to safeguarding the confidential information of each of our clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by Odyssey Wealth Management, LLC. We do not disclose information to nonaffiliated third parties, except as described in this Privacy Statement or as permitted by law. Our policy with respect to personal information about you is contained in our privacy policy below:

The categories of nonpublic personal information that we collect from a client depend upon the scope of the client engagement. It may include information about your personal finances, information about your health (to the extent that it is needed for the planning process), information about transactions between you and third parties, and possibly information from consumer reporting agencies.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant or attorney.)

We limit employee access to customer information, to only those employees who have a business or professional reason for such access. This includes any third parties that we engage in such a capacity. These third parties are committed to protecting the confidential information of our clients and are governed by privacy policies similar to this one and as contained in their contracts with Odyssey Wealth
Management, LLC.

We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.

Personally identifiable information about you will be maintained during the time you are a client, and for the amount of time thereafter that such records are required to be maintained by federal and state securities laws, and as consistent with the CFP Board Code of Ethics and Professional Responsibility. After this required period of record retention, all such information will be destroyed.

We take our commitment to the protection of your privacy very seriously. If you have any questions or concerns, please do not hesitate to contact us.

Disclaimer

Odyssey Wealth Management, LLC is a registered investment advisory firm in the State of Texas. The information on this website is limited to the dissemination of general information pertaining to the services of Odyssey Wealth Management, LLC, and is provided for convenience purposes only. No client or prospective client should assume that any information presented or made available on or through this website, is a receipt of, or a substitute for personalized financial planning and/or investment advice. Financial planning and investment advice can only be rendered after the delivery of our form ADV Part II to you and the execution of a Client Service Agreement between us. You may obtain a copy of our ADV Part II Disclosure Brochure section below.

Disclosure Brochure

Please download our Disclosure Brochure

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