How to Give Clients Access to Schwab Alliance | Scribe

    How to Give Clients Access to Schwab Alliance

    • 11 Financial |
    • 10 steps |
    • 2 minutes
    1
    Navigate to [https://advisorservices.schwab.com/](https://advisorservices.schwab.com/)
    2
    Enter your login credentials then click "Log In"
    3
    Click the "Search accounts" field and search for your client
    4
    Click on your client's name
    5
    Then click "Balances"
    6
    Click into one of your client accounts
    7
    Once you clicked into the account, then click "Profiles"
    8
    Navigate to the "Account Holders & Contacts" section
    9
    Then click "Activate" under the "Alliance web access" column
    10
    From this pop-up, click **Send Activation Email** to generate an email with a link that will allow clients to sign up immediately.
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    Advise clients they will need their brokerage account number to activate their online account. For security reasons, the link will work for only seven days.