In just a few simple steps, you can sign up for access to the Schwab Alliance website, our customized online experience for clients of advisors. Schwab Alliance not only provides on-demand access to important account information and documents but also allows you to securely and quickly manage account details.

This brief video highlights all the benefits of signing up for online access. When you're ready to enroll, the easiest way to sign up is to have your advisor initiate the process. You'll receive an email from your advisor, and the step-by-step guide will help you complete enrollment in minutes. If you have any questions about your account, the dedicated support team can be reached at 800-515-2157.