Account Access Client Access - Summit Brokerage Charles Schwab If you have access to the Summit Financial Wealth Advisors App, please use the client portal below. Summit Client Portal If you would like access to our Summit Financial App, please contact a Summit team member today. For online assistance please contact us at (337) 232-1141, or (318) 323-3752 PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.