This is a short client guide to setting up online access to your accounts through Charles Schwab Alliance. If anything is unclear, our office is glad to help.
Getting online access with Charles Schwab
There are two ways to get started:
Reach out to our office and we can send you a Schwab Alliance activation email.
Or, from our Existing Client page, select Charles Schwab to reach the Schwab Alliance login page.
On the login page, choose “New User?” and confirm your identity. You will need your Schwab account number available; please contact us if you need help locating it.
Once your identity is confirmed, you can create your login credentials and set your security preferences. Schwab Alliance is then available to you around the clock, and the Schwab mobile app offers the same access on the go.