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Resources for Your Clients

Deliver a more convenient, seamless client experience—while underscoring your firm's value—with our customizable tools and resources.

Schwab Alliance: A platform built with your clients in mind

Offer your clients an online and mobile-friendly platform that provides them an easy, secure, and convenient way to access their account information. Designed exclusively for clients of independent advisors, the platform not only makes it easy to take care of business but also allows you to customize with your firm’s branding. Clients can:

  • Securely log in online and use voice verification when calling the Schwab Alliance team
  • Review account information and print statements
  • Make simple updates such as address and beneficiary changes 
  • Approve requests such as money movements with just a few clicks
  • Offer view-only access for third-party professionals, even if they’re not Schwab clients

Are you ready to learn more about Schwab Alliance? Download the Overview >

Get an intro to Schwab Alliance

This short video introduces you and your clients to Schwab Alliance and includes instructions on how to get started.

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Help clients get started

Already working with Schwab? Get your clients enrolled and unlock the full benefit of Schwab Alliance.

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Check out the Client Learning Center

This easy-to-use site is specifically for clients of advisors, walking them through the value of Schwab Alliance and the processes and tools in place to support them.

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More client education and resources

  • Building winning relationships

    Help clients understand how your expertise and Schwab’s custody services work together to help protect their assets and support their financial goals. Our brochure "A Winning Relationship" breaks down how a custodian works and also provides an overview of Schwab products and services.

  • Cybersecurity and fraud protection

    Take advantage of our knowledge and resources to help keep yourself safe in a digital-first world. Educate your staff—and clients—on cyber safety best practices to help keep everyone protected against fraud.


  • Schwab clients: Solutions at your fingertips

    Are your digital systems giving your clients the simple, fast, and secure service they expect? See how our technology platforms and tools save time and energy.

  • More control for you, more benefits for your clients

    Schwab Business Development Officers are here with answers to your most important questions, whether you're exploring independence or curious about the difference that switching custodians can make. 

    All conversations are confidential. All questions are welcome—no matter your background, AUM, or ambition.


Schwab Advisor Center® is a website of Schwab for the exclusive use of advisors who custody with Schwab.

Schwab Alliance is a website of Schwab for the exclusive use of clients of advisors who custody with Schwab. Requires a wireless signal or mobile connection. System availability and response times are subject to market conditions and your mobile connection limitations. Functionality may vary by operating system and/or device.

To learn more about the Schwab Security Guarantee, go to

The Schwab Mobile Deposit service is subject to certain eligibility requirements, limitations, and other conditions.

Enrollment is not guaranteed, and standard hold policies apply.

Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.