Step One: Initiate your online enrollment.
There are two ways to initiate enrollment:
- Ask your advisor to initiate your online enrollment. You will receive an email with a link to get started. If the link has expired, ask your advisor to resend it.
- Go to schwaballiance.com and click New user?
Step Two: Verify your personal information.
Enter your information such as Social Security number and brokerage account number through our secure interface. Your account number can be found in an account statement or your account verification letter. If you own more than one account, you can enter any one of those account numbers.
Step Three: Confirm your identity.
As an additional layer of security, Schwab will text an security code to your mobile phone or call you directly.
Step Four: Enter the security code.
Type the security code provided by Schwab.
Step Five: Create your login ID, password, and security question and answer.
Create a login ID and password unique to this account. Choose a secret
question and answer to make any future password resets easier. Answers
must be at least five characters and can include spaces but not contain
symbols (e.g., !@#%). For your own security, do not share this information
with anyone, including your advisor.
Step Six: Acknowledge your login ID and password.
You will receive confirmation that your login ID and password were created. Click Continue to Schwab to log in.
Step Seven: Review and accept user agreements.
Review the user agreements and check the box for each to accept the terms.
Step Eight: Enroll in paperless delivery.
As an additional layer of security, Schwab will text an security code to your mobile phone or call you Sign up for electronic delivery of key account documents. You can enroll all eligible accounts or select specific accounts for eDelivery of documents.
