Using Schwab's Online Portal
Enrolling in Schwab's Online Portal
If you have never had Schwab login credentials click here to create your Schwab login. If you have any questions the dedicated Schwab Alliance support team can be reached at 1-800-515-2157. You can also view Schwab’s step-by-step .pdf guide here.
- Visit the Schwab website to create your login. Click Here or visit schwab.com and click “First Time Users” under the log in in the upper right corner.
- Click Start and input your information. You will need your personal information and account number (8 digits). If you have more than one account number, you can enter any one of those account numbers.
- Enter the Security Code. You may receive a call or text with a security code from Schwab.
- Create your login ID, password, and security question with answer. Follow the guidelines for setting up a username and password.
- Complete the Enrollment. Review and submit. You will receive confirmation that your online access was successfully created. You can click “Continue to Schwab” to log in or click here to log in at a later time.
Approving Paperwork and Money Movement in Schwab's Online Portal
If you have any questions or issues, call the Schwab Alliance support team at 1-800-515-2157. If this is your first time using the Schwab Alliance Portal, you may need to agree to electronic approvals (this only needs to be done once).
- Log in to Schwab. To approve account paperwork or money movement first log in to your Schwab online account by clicking here or visiting schwab.com and enter your login information in the upper right corner. You may receive a text or a call with a security code.
- Navigate to the Message Center. Click on “Message Center” in the upper right corner.
- Click the Notification and Review. You will see the details of the paperwork or money movement.
- Verify, and submit. Once you have reviewed the information, submit your signature or approval. You will receive a confirmation that your approval was submitted.