After Enrollment Tutorial

Today, I'll walk you through getting signed into your Charles Schwab portal and navigating your homepage to view all of your accounts. This portal will give you complete access and control over your financial investments. Let's get started.

One way to get to the login page is by going to our website and clicking on the Schwab login link on the top right corner of the homepage.

You can also access the Schwab Alliance portal at any time by visiting www.SchwabAlliance.com. Once you are on the Charles Schwab Portal login page, you will want to enter in your credentials you set up when opening your Charles Schwab account. If you don't remember your login ID or password, no fear. You can click on the forgot login and password button and you'll be sent an email with further instructions.

After entering your login ID and password, the next step is the authentication verification page. Here you will choose to receive a text or call to your mobile phone for a security code. Enter the access code and click continue.

Once your identity is verified, you will be taken to your Dashboard. The dashboard provides a summary of all of your account balances, transactions, and investment performance.

To update any of your personal or account information from your homepage dashboard, you can click on the Portfolio Tab in the upper right corner. From here, you can update your contact information, add trusted contacts to your accounts, update or add beneficiaries to your accounts, and even give account access to authorized individuals. We'll review that process a little deeper in a separate video.

The dashboard homepage will always be your main access point to see a quick overview of your accounts and to update any important information for you. If you have any questions or need further assistance, please give us a call at (281) 822-1350. Be sure to check out all of our tutorial videos for a deeper look into several most commonly used features on the Charles Schwab Portal.