Customized digital tools
Our online and mobile platform is designed exclusively for clients of independent advisors. The experience features your firm’s branding and contact information, and offers your clients easy, secure access to their account information online or on the go. Clients can:
- Securely log in online, and use voice verification when calling the Schwab Alliance team
- Review account information and print statements
- Approve requests or sign forms with just a few clicks
- Offer view-only access for third-party professionals, even if they’re not Schwab clients
Help clients get started
Get a step-by-step guide to setting up online and mobile access to Schwab Alliance.
Watch a demo
This short video introduces you and your clients to Schwab Alliance with instructions on how to get started.