Account Access

Welcome to Dave Schlabach Financial's Client Access Portal

We are pleased to offer you convenient access to your investment accounts through our trusted partners. Please select the appropriate platform below to login and manage your investments.

  • American Funds

    Sign-In to your "American Funds" Account!

    Sign-In

  • Franklin Templeton

    Sign-in to your "Franklin Templeton" Account!

    Sign-In

  • Franklin Templeton Donor Advised Fund

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    Sign-In

  • Invesco

    Login to your "Invesco" account!

    Sign-In

  • Ivy Funds

    Login To your Ivy Funds Account

    Sign-In

  • Jackson National

    Sign-in to your "Jackson National" Account!

    Sign-In

  • Ohio National

    Sign-in to your "Ohio National" Account!

    Sign-In

  • Pershing/O.N. Equity Sales Co

    Sign-In to your "NETXInvestor" Account!

    Sign-In

  • Morningstar

    Sign-In to your "Morningstar" Account!

    Sign-In

For detailed information about each investment product, including prospectuses, please contact your financial professional or visit the respective product sponsor's website. We are committed to providing you with the tools and resources you need to monitor your financial progress and make informed decisions about your future.