Client FAQs

How Do I Securely Upload My Documents?

Please call our office at (317) 913-7000 to get a personal secure link.  

How Do I Access the Biechele Royce Advisors Client Portal?

Once your assets begin the transfer process, please call our office at (317) 913-7000 to activate your portal. Please be at your computer when contacting us as this link expires within 24 hours.  Please contact us if you need assistance logging in or need a password reset.

How Do I See My Accounts At Schwab?

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