Schwab Client Access

Schwab Client Access is formally called Schwab Alliance and provides a secure, easy way to get on-demand access to important account information and documents and manage your account details.

  • Get instant access to your account information online or with our mobile app.
  • Quickly and securely approve transactions initiated by your advisor using eAuthorization, our easy-to-use tool that allows you to initiate an account opening, move money, make an address change, or provide other approvals directly from your desktop or mobile device.
  • Check the status of requests.
  • Keep your account information up to date.
  • Get secure, paperless delivery of important documents, including account statements, trade confirmations, and tax reports.*
  • Conveniently deposit checks with the click of a camera on your phone or tablet.
  • Grant View Only access to third parties, such as CPAs, attorneys, and family members.
  • Enhance your account security by adding two-factor authentication.
LOGIN TO SCHWAB ALLIANCE

* You must be listed as the account owner to enroll in electronic delivery. You may also be eligible for lower electronic equity trade commissions if you enroll in electronic delivery.

 
 

Learn More About Schwab Client Access

Find Your Advisor

This site is meant to be a helpful place to learn more about Trek systems and resources. If you need help with your account, planning questions, login access, password requests, or any service-related issue, your advisor and their team are the best place to start. They can help with the details that are specific to you.

 
FIND YOUR ADVISOR

RESOURCES

Support Library

LEARN MORE