What's New: Schwab Alliance

We have made key changes to the Schwab Alliance navigation to give your clients easier access to popular topics and the key resources they use most.

In response to your feedback, learn what we've done to make your clients' experience even better:

• We elevated Move Money to the main top-level navigation for quicker access. Transfers & Payments is now the default page your clients see first. And with our three levels of customization, you can assign a view that allows a client to deposit funds or, in some cases, withdraw funds from their account.
   
• The new Profile icon now gives your clients a simple all-in-one place to manage personal information and customize account preferences. Clients can update contact and beneficiary information, as well as adjust profile settings, security features, alert settings, and more.
   
• Navigation has been consolidated to the top of the page and now has more concise labels. Some topics have been rearranged to give clients an at-a-glance understanding of more important subtopics.
   
• A new Support icon provides a quick way for clients to find assistance or to contact a Schwab representative.

We hope that Schwab Alliance continues to complement the working partnerships you have with your clients and that these changes make it even easier for them to find the information they need.

March 2023 (0323-3JT6)

Now sending a digital envelope for your clients to eAuthorize triggers a message in Schwab Alliance that clients with existing credentials can use to begin the approval workflow. This Schwab Alliance message is sent in addition to the email that clients currently receive. Once clients initiate the process, the experience is identical—whichever option they choose.

By logging into the Message Center to initiate the approval workflow, clients can feel confident that they are protected by Schwab Alliance's multilayered security protocols. In fact, many clients may see using Schwab Alliance as a more convenient option for handling approvals.

Once you send the envelope, clients can log into Schwab Alliance and open the Message Center to begin the approval process. Clients will find the approval message in the Message Center, accessible from the top menu.

November 2022 (1122-20T1)

New resources are now available to help you and your clients get acquainted with the Schwab Alliance experience.

Schwab Alliance Support Guide. The support guide offers a detailed look at the Schwab Alliance experience, along with tips to troubleshoot the most common client questions.

Schwab Alliance Planning Guide. The planning guide provides best practices for identifying clients who are not yet enrolled in Schwab Alliance, along with tips and sample communications for making the process as easy as possible—even with less tech-savvy clients.

Client Learning Center companion guide. The companion guide offers a quick overview of the Client Learning Center, a resource to help onboard your clients to Schwab technology.

These resources and more are available on both the Digital Jumpstart page, and the brand-new RIA EdCenter^™ Digital Learning Center.

April 2021 (0421-1NKM)

A new page is being added to both the Schwab.com and SchwabAlliance.com websites that lets clients view and vote on proxy notifications across all their accounts, including those managed by advisors.

Previously, clients were only able to view proxy notifications on a security-by-security basis and had to review and vote on each one individually. The new experience provides a convenient, at-a-glance perspective on all current proxy notifications for both domestic and foreign securities, letting clients quickly and easily review and vote on any or all issues that interest them. Once the proxy vote has been recorded, the system notes that as well.

Because these votes are available only to the owners of these securities, this page will not appear in advisors’ views on Schwab Advisor Center^®.

March 2021 (0321-12NZ) 

Onboarding your new clients can sometimes feel overwhelming. But walkthroughs of product experiences can quickly help your clients understand the value you deliver, where to go to get information, and how to perform tasks that can set them up for long-term success. That's why we created the Client Learning Center.

The Client Learning Center is a website built for your clients that explains Schwab's technology, safety measures, and role as a custodian. It also provides step-by-step instructions and demos to explain processes like account opening and eAuthorization.

In order to help you introduce the Client Learning Center, we created a companion guide that you can use to provide an interactive walkthrough of the site's most important features.  The companion guide provides a detailed overview of the Client Learning Center's site navigation and includes screenshots and commentary to help you with your narrative.

March 2021 (0321-12NZ)