Client Access

Secure Internet Access is available for all of our clients.  Simply call your dedicated Schwab Alliance team at 1-800-515-2157 to set up a password.  Select option #2 and enter your account  number at the phone prompts.  You will need to have an email account in order to gain access.  If you have more than one account, tell the representative to set up all your accounts with an initial password.

• Click on "Go to Schwab" below.
• Enter your account number (no dashes). 
• Enter your initial password.
• Scroll through the agreement, and select "I Agree".
• You will be prompted to enter a new password.
• You will then be into the Schwab on-line system.  To view a different account, scroll through the directory on the far left.  At the bottom of the directory, click on "Switch Account".

Initially, you will need to go through the same process for each account you have.