Accessing Your Accounts

  • Charles Schwab logo, gray and black text on white background.

    View your account info and documents via Schwab’s client portal.

    Log on to Schwab
  • Key Financial Data 2023 brochure for Black Barn Financial featuring 2023 tax rate schedules, standard deductions, tax credits, capital gains rates, education credits, and tax deadlines. Includes contact information for Kacie Swartz, CFP®, CIMA®, and the company's address in Austin, Texas.

    Click here for this year’s Key Financial Data and our Document Checklist for upcoming meetings.

    View Client Materials
  • Blueleaf logo with a leaf design in the letter 'b'

    Access your invoices and link outside accounts to Blueleaf to stay updated on your net worth.

    Log on to Blueleaf