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Setting Up Account Access

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

1. Initiate enrollment on your own (requires additional verification steps)

Go to schwaballiance.com and click “New User?”

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2a. Verify your personal information

Follow step 2 in Option 1.

2b. Authenticate via account securities

A list of securities will appear, and you must verify which of these are held in your account. If your account is new and assets haven’t yet transferred, select “NONE OF THE ABOVE.”

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3. Select primary account

Create a nickname for your account and select the purpose (optional).

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4. Create your login ID and password

Choose a secret question and answer to make any future password resets
easier. For your own security, do not share this information with anyone,
including your advisor.

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5. Verify information

If anything is inaccurate, click “Change Information.”

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6. Review and accept user agreements

Review the user agreements and click “Agree” for each to accept their terms.

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7. Enroll in paperless delivery

Sign up for electronic delivery of key account documents. You can enroll all eligible accounts or select specific accounts for documents you wish to enroll.

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If you already have online access to Schwab Alliance, go directly to schwab.com/sa_gopaperless to sign up for electronic delivery. If you have any questions or need further assistance, call a Schwab Alliance specialist at 1-800-515-2157 or ask your investment advisor to initiate your online enrollment.