My Account

Shaker Investments does not hold the assets of our clients’ accounts directly, but maintains custodial relationships with other firms. You may view your account online through the website of the firm that houses your account. We have a preferred relationship with Charles Schwab, but we also have relationships with the following firms: Huntington, Oppenheimer & Co., Fidelity, Wells Fargo, Stifel Nicolas, and others.

Link to Charles Schwab