Intro to Schwab Alliance

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.

Click on the Profile icon and choose Contact Information, to modify your mail, phone numbers, mailing addresses, and other profile information.

Keeping this information up to date helps ensure your advisor and Schwab can contact you when needed.

You can also make other simple changes from the Profile icon such as updating your beneficiaries, giving someone access to view, trade or manage an account, or set custom alerts.

To set your paperless preferences, 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.

Read about privacy at Schwab at www.schwab.com/privacy.

The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only. Experiences expressed are no guarantee of future performance or success and may not be representative of you or your experience.

Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.

For informational purposes only. Third party trademarks are the property of their respective owners and used with permission. Third party firms and their employees are not affiliated with or an employee of Schwab.

Information included on this site is intended to be an overview and is subject to change. Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab.

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