Schwab Alliance

Monitor your accounts easily and securely.

Schwab Alliance gives you access to your account information anytime, anywhere, while saving time and paperwork.

Stay informed.

Your advisor provides one-on-one guidance. Schwab Alliance provides a secure, easy way to get on-demand access to important account information and documents and manage your account details.

  • Get instant access to your account information online or with our mobile app.
  • Quickly and securely approve transactions initiated by your advisor using eAuthorization, our easy-to-use tool that allows you to initiate an account opening, move money, make an address change, or provide other approvals directly from your desktop or mobile device.
  • Check the status of requests.
  • Keep your account information up to date.
  • Get secure, paperless delivery of important documents, including account statements, trade confirmations, and tax reports.*
  • Conveniently deposit checks with the click of a camera on your phone or tablet.
  • Grant View Only access to third parties, such as CPAs, attorneys, and family members.
  • Enhance your account security by adding two-factor authentication.

*You must be listed as the account owner to enroll in electronic delivery.

Schwab Alliance

Schwab Alliance

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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.

Using the Service tab, you can modify your mailing addresses, phone number, email, and other profile information.

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

To reduce paper in your mailbox, choose paperless document delivery and set custom alerts.

You can 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.

© 2022 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.

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Learn more about Schwab Alliance.

Watch this video to get more details.

Platform comparison.

Here's a look at how Schwab Alliance compares to TD Ameritrade AdvisorClient.

  • AdvisorClient.com
  • SchwabAlliance.com
  • View balances
  • AdvisorClient.com
  • SchwabAlliance.com
  • View positions
  • AdvisorClient.com
  • SchwabAlliance.com
  • Update contact information
  • AdvisorClient.com
  • SchwabAlliance.com
  • View required distributions
  • AdvisorClient.com
  • SchwabAlliance.com
  • View statements and documents
  • AdvisorClient.com
  • SchwabAlliance.com
  • Go paperless*
  • AdvisorClient.com
  • SchwabAlliance.com
  • Transfers and payments
  • AdvisorClient.com
  • SchwabAlliance.com
  • E-approvals*
  • AdvisorClient.com
  • SchwabAlliance.com
  • Customized view types
  • AdvisorClient.com
  • SchwabAlliance.com
  • One login for all account types
  • AdvisorClient.com
  • SchwabAlliance.com
  • Client-controlled View Only access
  • AdvisorClient.com
  • SchwabAlliance.com

*You must be listed as the account owner to enroll in electronic delivery.


Access Schwab Alliance anytime, from anywhere.

For on-the-go access to your account, use the Schwab Mobile app to view balances and positions, make deposits, and more.

Visit the app store designed for your mobile device and search for Schwab Mobile. Use your new Schwab Alliance credentials to log in once your account has transitioned to Schwab. 

Download on the Apple App Store Get it on Google Play


Access to electronic services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. Android is a trademark of Google, Inc. Apple and the Apple logo are trademarks of Apple Inc., registered in the United States and other countries. iTunes, App Store, iPhone, and iPad are trademarks of Apple Inc.

Schwab does not provide legal, regulatory, tax or compliance advice. This site is solely for informational purposes and is not a substitute for and should not be construed as legal or compliance advice. This information should not be used or relied upon in regard to any particular set of facts or circumstances without first consulting a lawyer or compliance advisor. 
 
There is no fee to open and maintain your account. Most Schwab accounts have no minimums (International and Organization accounts do). Other account fees, fund expenses, and brokerage commissions may apply. See the Charles Schwab Pricing Guide for Clients of Independent Investment Advisors (the "Guide") and any amendments to the Guide for comprehensive details on fees. 
 
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. Charles Schwab & Co., Inc. ("Schwab") is a separate but affiliated company and subsidiary of The Charles Schwab Corporation. 
 
Schwab and TD Ameritrade do not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances. 
 
TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA / SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. 
 
©2022 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored. See Charles Schwab Privacy Notice.

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