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As a client of Octavia (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site. I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties. This password-protected access is made available to clients of Company free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.


You are now leaving the “Octavia” website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website.

Schwab is a registered broker-dealer, and is not affiliated with “Octavia Wealth Advisors” or any advisor(s) whose name(s) appear(s) on this website. “Octavia Wealth Advisors” is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “Octavia Wealth Advisors” under which Schwab provides “Octavia Wealth Advisors” with services related to your account. Schwab does not review the “Octavia Wealth Advisors” website, and makes no representation regarding information contained in the “Octavia Wealth Advisors” website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.