To get there, start here.
We believe ALPA members deserve a better way. So we provide personal, one-on-one guidance for your financial and wealth planning needs, convenient access to service and support, and preferred pricing. Plus you have access to fact-based research, continuing education, investing tools, and financial solutions to fit your specific needs.
Call us at 877-648-4719.
A New Client Concierge will explain your ALPA benefits and talk to you about your needs.
Discounts on trading and more.
Complimentary Financial Planning Services.1
An Executive Services Financial Consultant will help you create a plan for retirement, wealth building and management, college savings, and more.
$4.95 commission rate for online equity trades (regularly $8.95 per trade).2
Managed portfolio rebate.
One-year program fee rebate on Schwab Managed Portfolios™—Mutual Funds.3
Expertise and education
Fact-based market analysis.
- Strategies for investments, portfolio management, and retirement and estate planning.
- Fact-based research on the markets and economy from Schwab experts.
- Educational online resources, screening tools, and workshops on investing topics.
- On Investing® app for iPad® and other mobile devices gives you investing strategies, financial trends, and client stories on the go.