Client access

Use the custodian or carrier portal directly.

Direct Schwab and Mutual of Omaha access for clients.

Investment accounts

Charles Schwab

Use this for Schwab-custodied investment and retirement accounts.

Open Schwab login →Ask Rae & Co for help

Insurance accounts

Mutual of Omaha

Use this for Mutual of Omaha policy, billing, and account access.

Open Mutual of Omaha →Customer access help

Do not send account numbers, policy numbers, passwords, Social Security numbers, or sensitive financial data through any website form.

Need help with access?

If you cannot access a custodian or carrier portal, contact Rae & Co without sending credentials. The firm can help point you in the right direction, but credential entry should happen only through the provider portal.