Client Portals upload docs to DS Financial Advisors or DS Wealth Advisors Upload/Download DocsUse this portal to securely transfer documents to/from us. Click here Charles Schwab PortfolioUse this portal to access your account information at Charles Schwab. Click here DS Wealth Advisors PortfolioUse this portal to access your entire portfolio. Click here AXOS PortfolioUse this portal to access your AXOS portfolio. The login says Liberty login. Click here