If you hold a Charles Schwab account, please click the link below for a step-by-step guide on setting up online access to view your statements and trade confirmations, and to enroll in paperless delivery. You can also utilize the mobile app to view your account from your phone or tablet.
Charles Schwab Enrollment Guide
For more information, please Watch This Video
Should you require assistance with the setup process, please contact the Schwab Alliance at 1-800-515-2157.
