Client Resources
Schwab Client Help Center
Helpful guidance for accessing and managing your Schwab Alliance account, updating personal information, and maintaining important account designations.
Schwab Alliance
Your secure account resource.
Schwab Alliance provides online access to your Schwab accounts, documents, account information, and certain service requests. Use the resources below as a general guide when managing your account.
Account Access
Set Up Your Schwab Alliance Login
Schwab Alliance is your secure online portal for accessing your investment accounts, viewing documents, and completing certain account-related actions.
Set up your online access
01 Visit SchwabAlliance.com
02 Select New User
03 Enter the requested account and identity information.
04 Create your login credentials and complete the security setup.
05 Follow Schwab's prompts to establish additional account security.
Need assistance? Schwab Alliance support can be reached at 800-515-2157 .
Profile & Contact Information
Update Your Contact Information
Keeping your address, email, and phone information current helps ensure you receive important communications related to your Schwab accounts.
Update your information online
01 Log in to Schwab Alliance .
02 Navigate to your profile or account settings.
03 Locate your contact information.
04 Make the appropriate changes and follow the prompts to submit them.
You may also contact Schwab Alliance at 800-515-2157 for assistance.
Certain changes may require additional identity or address verification.
Account Designations
Review or Update Beneficiaries
Beneficiary and Transfer on Death designations are important account-level elections and should be reviewed periodically, particularly following significant changes in your personal circumstances.
Review available designations
01 Log in to Schwab Alliance .
02 Navigate to the applicable account settings or beneficiary section.
03 Select the applicable account and review the available designation options.
04 Follow Schwab's prompts to add, edit, confirm, or submit changes.
Availability and requirements vary by account type. Certain beneficiary or Transfer on Death elections may require additional forms or documentation.
Need Additional Help?
We're here to help you navigate the process.
If you have questions about your SAS-managed accounts or are unsure which Schwab process applies to your situation, please contact our team for assistance.
Schwab Alliance is provided by Charles Schwab & Co., Inc. Schwab's website, procedures, and available account features may change. Please refer to Schwab directly for current account access and service instructions. updated 8/25/2026.
