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Setting Up Your Schwab Alliance Account

Setting up your login is simple. Just go to, and select "New user?" You'll be guided through a short process to confirm your identity, create your login information, and choose your login security preferences. You will need access to your phone number on file, as they will provide you a security code to set-up your account. Then use the following tips to enhance your experience:

  1. Under the Accounts tab, you'll find more detailed information about your balances, positions, statements, and tax documents. You can also set up watch lists to keep an eye on positions you find interesting under the “Research” tab then select “Watchlist”.
  2. In the Balances section, you can create custom labels to identify each of your accounts, request that specific accounts be added or removed from view and more.
  3. Visit the Apple® App Store® or Google Play™ store to download the Schwab Mobile App. You'll have remote access to many of the great features offered on, with the added bonus of a remote check deposit feature.