OUR WEBSITE: https://baobabwealth.com
OUR EXPAT WEBSITE: https://baobabwealthabroad.com
Unlock a smoother, smarter way to track your finances—welcome to the upgraded Baobab Wealth Portal! We’ve refreshed the design for a cleaner, mobile-friendly experience and packed in richer performance data, asset details, and interactive charts. Schwab clients now get statements and tax documents stored right inside the portal’s Documents tab, so everything you need is in one place alongside your Schwab, American Funds, or Credential logins.
Check your inbox this week for an invitation to register (it takes under a minute), or jump to the Client Center on our website for quick access to every tool—Schwab, MoneyGuide Pro, Income Lab, and more. Have questions or want a personal walkthrough? Shoot me a note and we’ll explore the new features together.
⏱️ Video Chapters
0:00 – Intro & Why We Upgraded
0:27 – New Look, Better Insights
0:54 – Schwab Statements & Tax Docs
1:19 – Registering in Under 60 Seconds
1:45 – Finding All Logins in the Client Center
2:07 – Book Your Guided Tour
2:26 – Coming Enhancements & Wrap-Up
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