We know how important it is for you to be able to easily approve requests on the go.
That's why we offer Schwab Alliance, our customized website and mobile platform that you can use to work easily and securely with your advisor and Schwab.
If you don't have a login for Schwab Alliance, just ask your advisor to initiate your enrollment. You'll receive an activation email with a unique link that allows you to complete your signup in minutes.
Once you've enrolled and downloaded the Schwab mobile app...
...you'll be ready to approve your wires and other fund transfer requests online, or from your mobile device.
Let's take a closer look at how it works.
After your advisor initiates the funds transfer, you'll receive an email and a mobile notification, letting you know that the request is ready for authorization.
You can approve it from your mobile device in three simple steps.
Step 1: Verify
Using the Schwab mobile app, you'll securely log in using your Schwab Alliance username and password.
To help protect your security, Schwab may send a single-use code to the phone number on file for your account.
You'll select a phone number and receive a text or phone call within a few minutes, providing you with the access code.
Step 2: Consent
If it's your first time using this feature, you must agree to electronic approvals before continuing. You won't have to repeat this step for your next approval.
Step 3: Confirm
Next, you'll review of the details of the transaction, and then tap Submit to authorize your request.
You'll see a confirmation that your approval has been received by Schwab. We'll notify your advisor, too.
If you prefer to approve on a computer, you'll follow very similar steps...
...to securely log in to the Schwab Alliance website...
...and then follow the same quick process.
You'll verify your identity,
Consent to electronic approval if needed,
Submit your approval…
And receive an acknowledgement
You can also keep track of all pending approvals using the website's message center.
When using our electronic approval process, you can be confident that your personal and financial information is protected.
That's why we offer the Schwab Security Guarantee.
To learn more, visit the Schwab Alliance login page.
This fast, secure, streamlined experience is designed to make it easier for you and your advisor to work with Schwab. Your advisor can help you get started today.