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.

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. 

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.

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.

For security, you will be provided another security code via text. Submit the security code and click Trust this device to avoid this step in the future.

Then click continue. 

Next, you will be asked to review and accept the user agreement. Please review the agreements, select the appropriate boxes and click agree to each.

Now you will update your document delivery preferences. To enroll in paperless delivery, select the accounts you want to register, then confirm your preferred email address.

Check the consent box, and congratulations, you now have online access to your account.