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  1. Now you are ready to log in! • Have a Login ID and Password? Please use them to log in. • Forgot your Login ID or Password? Click the Forgot Login ID or Forgot Password links. After logging in, choose your investments and complete your beneficiary information. Need help? Please call 800-724-7526, Monday through Friday 8 a.m. to 10 p.m. ET.

  2. 4. Confirmation. To access your account information online, you’ll need to complete a brief registration process.To begin, enter the information below to help us verify your identity. Client Identification. Please enter the following information : Social Security Number : Social Security Number First Three Digits. -.

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  4. Apr 1, 2024 · Accessing the Login Page. Open your preferred web browser and navigate to the official Charles Schwab website. Locate the login section specifically for Workplace Accounts. Entering Credentials. Enter your username and password in the designated fields on the login page. Double-check for accuracy to avoid any login errors. Authenticating Identity.

  5. See how we can support your workplace financial wellness efforts. Get in touch Call 877-362-0410. Whether you seek a fresh approach to stock or retirement plan options or need to reduce risk with an employee-monitoring program, we have answers.

  6. Log in to the SPS Platforms. Employee Monitoring. Schwab Designated Brokerage Services™. Log in here to manage your company's enhanced trade rules, including ADDLink. Log in to Designated Brokerage Services. Schwab Advisor Center®.

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