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  1. 1. Log in. If you prefer to sign up for eDelivery yourself, log in to Schwab Alliance, click on the Profile icon in the upper right corner, and choose Paperless. 2. Choose options. Check the box next to each document you would like to receive electronically. You can enroll some or all your documents for eDelivery. Go to Schwab Alliance.

  2. Options include: View-only access, to view account information; Limited-trading authority, to view account information and trade; and Full-trading authority, to view account information, trade and move money.

  3. Use Schwab.com and the Schwab mobile app 4 to conveniently manage your brokerage account. Research and plan. Get online tools to screen and evaluate investments, develop a plan, and more. Get support 24/7 + convenience of 300+ branches. Call our financial professionals anytime. Plus get local support at a branch near you.

  4. Have your username and password on hand for a quick login. Next, fund your account. There are multiple ways to securely fund your account: Make an online transfer. Send a wire. Transfer an account. Make a deposit using Schwab Mobile. Fund Your Account. Time-saving tip:

  5. SELF-DIRECTED INVESTING. Manage your own investments with ease. Take control of your investing with a full range of tools, resources, and support. Open an account. Already a Schwab client? Get started today. Trade with confidence. Build, research, and discover. Track performance. Get support 24/7. Boost your skills. Trade easily and confidently.

  6. Select Start Page. Log in. Open your Schwab account online Forgot Password New User.

  7. 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.

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