Becky Long Operations Associate


Have you ever wanted a better view of your retirement accounts from the comfort of your own roost? With your Schwab Alliance client portal, you can! Te pandemic has given many of us the opportunity to better utilize digital tools.


Schwab Alliance can be accessed online at SchwabAlliance.com. You can also download the mobile app for when you are on the go! Your service team can send you an enrollment email that will prompt you to create a login for your client portal.


Once you have access, there are many opportunities to take advantage of the digital offerings. You can check your account balance and the current holdings in your account. Tere are efficient tools to update your address and beneficiaries. You can also update your document delivery preferences if you would like to go paperless for your statements, trade confirmations, and tax forms. Tat means you should have less mail in your mailbox!


One of the most exciting offerings is electronically approving wire requests. Once Ambassador has all the relevant bank information, we can initiate wires for you. Schwab will then send you an email letting you know there is a pending wire. You will log into your Alliance portal, confirm that all the


If you would like to have Alliance access or are not sure if you have it already, please call the “little birdies” at Ambassador.


information we entered is correct, and with a press of a button authorize the wire. It is that simple! Schwab has offered this e-approval tool for several years, and, to date, there have been no cases of fraud.


If you would like to have Alliance access or are not sure if you have it already, please call the “little birdies” at Ambassador. We would be happy to help you take the next steps in your digital journey. If you ever have questions or need help with your portal, please reach our to the Ambassador team.


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