You and your advisor have chosen to place your assets at Schwab.
As an industry leader, we are experienced in serving the unique needs of independent advisors and their clients.
We know how important it is for you to stay informed about your accounts and be able to easily approve requests on the go.
That's why we offer you access to Schwab Alliance. That's our customized website and mobile platform that you can use to work easily and securely with your advisor and Schwab.
Let's take a look at what you can do.
Use the account summary screen to keep track of your Schwab accounts, and see up-to-date values.
Using the Service tab, you can modify your mailing addresses, phone number, email, and other profile information.
Keeping this information up to date helps ensure your advisor and Schwab can contact you when needed.
To reduce paper in your mailbox, choose paperless document delivery and set custom alerts.
You can select which documents you'd like to receive electronically, including account statements, trade confirmations and tax forms, and you can access up to 10 years of document history.
Our mobile app provides on-the-go access to your account information.
Simply search for the Schwab mobile app in your device's app store, and use your Schwab Alliance credentials to securely log in.
Using the app, you can approve fund transfers, no matter where you are.
You can even deposit checks remotely using your phone or tablet.
When using Schwab Alliance, you can feel confident knowing we have security protections that help keep your information and assets safe.
Talk to your advisor or visit Schwab Alliance to learn more about the Schwab Security Guarantee.
Signing up for Schwab Alliance is simple. To begin, talk to your advisor.
You'll receive an activation email with a unique link that allows you to complete your sign-up in minutes.
During the secure enrollment process, you'll be asked to verify your personal information to confirm your identity.
To make it easier, you'll also be prompted to set up your account preferences, such as enrolling in paperless delivery.
You can also set up security questions to help reset your password in the future.
In addition to your advisor, you can rely on dedicated Schwab Alliance support representatives for support during the enrollment process. They're available to answer your questions.
Schwab Alliance enables a faster, more fluid experience when working with your advisor and Schwab. Talk to your advisor to get started today.