ATLAS FINANCIAL, LLC
Click on a logo below to login to your account
Keep us up to date on your financial picture
To gain a deeper understanding of how your investment goals, timeline, comfort level and capacity of risk have changed, we like to ensure we have an up to date risk tolerance questionnaire completed annually for all our clients. This information is important in order for us to continue to serve our clients and their investment needs.
How to Set Up Your
Schwab Alliance Account
Getting access to your Schwab account online is just a few easy steps. Download a PDF of these instructions here.
START HERE
To set up online account access, go to www.SchwabAlliance.com.
This will bring you to Schwab’s website to activate your online access. Under the login button, click New User to get started.
STEP 2
You will be asked to verify your personal information. You will need to enter your account number, date of birth, phone number, and social security number through the secure interface.
Your account number is the 8-digit number at the top of your statement. If you have more than one account, you can enter any account number.
Then click continue.
STEP 3
As an additional layer of security, Schwab will text you an access code to your mobile phone or call you directly. Once received type in the access code provided by Schwab.
Then click continue.
STEP 4
Then you will need to create your login ID, password, and security question and answer.
Create a login ID and password unique to this account. Choose a secret question and answer to make any future password resets easier. For your security, do not share this information with anyone.
Then click continue.
This information is provided for general information purposes only and is not intended to provide specific investment advice. The information in this report should not be relied upon for tax reporting, accounting, or valuation purposes. The opinions referenced are as of the date of the communication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Please note that links to third party websites are provided as a courtesy. When you link to a third-party website, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor are we liable for any issues or consequences arising out of your access to or your use of third-party technologies or websites made available through this website.
A successful retirement starts with the right partner to help you achieve your goals.