How To Use Schwab Alliance
Schwab Alliance is a valuable website and mobile app that offers tools to help our clients manage their account details, access statements and tax documents, and authorize transactions. This financial tool makes it easier to work with Schwab and Hurlow Wealth Management Group. In addition to accessing current balances, transactions, and positions, you can go green with paperless statements, set up MoneyLink® , and manage other account details.
If you have been receiving paper statements and no longer want to receive them in the mail, use Schwab Alliance to enroll in paperless delivery of your account documents. Select which documents you'd like to receive electronically, including account statements, trade confirmations, and tax forms, and you can access up to 10 years of document history. Set custom alerts to be notified via email when documents are available for download.
Quickly transfer funds between your external bank account and Schwab by setting up a MoneyLink®, the ACH service at Schwab which allows for movement of funds.
Update Account Information
As part of our Coordinated Financial Overview, we periodically ask about updated estate plans. However, if you make changes to your beneficiary designations between meetings, you can log in to Schwab Alliance to update your wishes.
Keep contact information up-to-date on Schwab Alliance on the "Service" tab. Easily modify your contact information including, your mailing addresses, phone number, email, and other profile information. Our client service team will then reach out to confirm any contact information updates as an extra layer of security.
Setting up Schwab Alliance is simple. Click here to download a step-by-step guide to set up account access. For assistance with this process, contact our client service team to set up a concierge call.