How to Set Up Your Schwab Alliance Login

Schwab Alliance is your secure online portal for managing your investments, viewing statements, and approving transactions.

Set Up Online:
1. Go to www.schwaballiance.com
2. Click "New User?"
3. Enter your Schwab account number and last 4 of your SSN
4. Create a login, password, and security questions
5. Enable two-step verification

Need Help? Call Schwab Alliance at 800-515-2157.

How to Update Your Contact Information

Keeping your address, email, and phone number current ensures you never miss important updates from Schwab.

Update Online:
1. Log in to www.schwaballiance.com
2. Click the Profile icon (top right)
3. Go to Settings → Contact Information
4. Edit and submit updated details

By Phone: Call 800-515-2157 to update with a Schwab representative.

Some address changes may require verification.

How to Add or Edit Beneficiaries / TOD

Keep your Schwab accounts aligned with your estate planning by updating your beneficiary or Transfer on Death (TOD) designations.

Update Online:
1. Log in to Schwab Alliance
2. Click the Profile icon
3. Go to Account Settings → Beneficiaries
4. Select your account and click Edit or Add
5. Confirm and submit your changes

Prefer a form?
Request a Beneficiary Designation form and submit it by secure message, mail, or in person.

Note: Not all account types are eligible for TOD. Contact us if you're unsure.