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 speak with you about your needs.

Preferred pricing

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.
  • Low-cost trading.
    $3.95 commission rate for online equity trades (regularly $4.95 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.