Schwab Alliance allows you to view, request transactions, and administratively manage your investment accounts. There are two ways to gain access to your Alliance account:
- Ask your dedicated advisory team to initiate your online enrollment through a unique link sent to your email.
- Initiate enrollment on your own using the instructions outlined in the attached document: Schwab Alliance Experience.
Please click here for a video outlining other features of Schwab Alliance. Go to timestamp 2:10 for detailed set-up instructions.
Please let us know if you have any questions! You can call our team at (503) 905-3108 or email us at access@humaninvesting.com.