Client Learning Center

Get Started

It's easy to get started with a new Schwab account. Your advisor will help you open the account and transfer assets. Once the account is open, you can set up online access to your account in a few simple steps and download our mobile app to keep up with your account anywhere, anytime. Below, you'll find simple explanations of each of these activities.

Open an Account

Your advisor can help you open an account with Schwab either electronically or using paper and fax. The process is easy and usually takes only a day or two. Your advisor will help you review and complete the right forms, activate your account online, and then help you select the optional features that are right for you, such as electronic document delivery (eDelivery) and MoneyLinks®.

3. Set Up Online Access

Once your account is open, you can set up online access to your account information as well as electronic document delivery.

4. Set Up Online Access

Once your account is open, you can set up online access to your account information as well as electronic document delivery.

(0514-3520)

Transfer Assets

Your advisor can help you transfer assets to a new or existing account. Once you and your advisor have determined which assets to transfer, and have assembled the required information, your advisor will work with Schwab to execute the transfer. For information about depositing or moving funds once your account is open and established, see Move Money. Consult the FAQ for more information on the types of assets that can be transferred, as well as the typical processing time for each.

4. Schwab Processes Transfer

Schwab will review the paperwork for processing within one business day. If there are any issues, Schwab will work with your advisor to resolve them. For more details on this process, review the FAQ.

Resources:
FAQ

Sign Up for Online Access

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. Not only does Schwab Alliance provide on-demand access to important account information and documents, but it also allows you to securely and quickly manage account details.

This brief video highlights all of 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.

Already have online access? Sign up for eDelivery to reduce paper.

Resources:

Schwab Alliance Enrollment Guide

Sign Up for Online Access

Download Mobile App

Download Mobile App

One of the best ways to stay up to date on your investments is through our mobile app. Download the app for your favorite device from the options below and then sync your device. Or, download one of our app directly from your device.

Simply download the app, then log in with your Schwab Alliance credentials. You can also use this set up guide to help you get started and turn on the right settings.

Resources:

Mobile Set-up Guide