By joining Rubicon, you are building a relationship with your advisor and our company. We would like you to stay involved and contact us with any questions and concerns. You can also get the latest financial news, commentary on market behavior and access to your account.
Your account with Rubicon is held in custody by Schwab Institutional, the institutional side of Charles Schwab & Co. Schwab and Rubicon are committed to protecting the privacy and security of your account(s). Schwab continues to enhance the security measures we have in place. These measures include a combination of behind-the-scenes authentication technology and monitoring, log-on protocol, encryption technology, and ongoing privacy training for our employees.
Our relationship with Schwab Institutional allows us to offer Signature Alliance, a premium service offered only to the clients of affiliated advisors through which you can see your account. In addition to the personalized service Rubicon offers our clients, the dedicated Signature Alliance team is available to answer questions about accessing your account.
Please contact one of Rubicon’s representatives by calling: (503) 548-4800 if you would like to add online access to your account. If you already have online access to your account, you can log-on at www.schwaballiance.com.