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www.SchwabAlliance.comSchwab Signature Alliance™ Quotes & Research Tab
Advantages a. Marketsb. Industriesc.www.SchwabAlliance.com Login Page Stocksd. Mutual Fundse. Fixed IncomeAt a Glance Tabf. Watch Lista. My ProfilePlanning Tabb. Schwab Alerts Pagea.c. Charitable GivingMy Benefitsb. Your Tax ToolsAccount TabBanking Taba. Balancesa.b. Investor CheckingPositionsb.c. Checking SetupPerformancec.d. LendingHistoryd.e. Credit CardTransfers & Payments
f. Specialty AccountsPriority Service TeamTrade Tab
a. Stocksb. Extended Hoursc. Mutual Fundsd. Optionse. Bondsf. CDsg. Order Status
This presentation reflects information that is designed to be informational in nature, for the specific purpose of providing an overview of the Schwab Signature Services Alliance Web site.
Screen shots are for illustrative purposes only, may be historical in nature and should not be used as a basis for any investment decision. Any investments reflected are for illustrative purposes only and are not intended to be nor should they be construed as a recommendation to buy sell or continue to hold any investment
Schwab Signature Alliance™ AdvantagesSchwab Signature Alliance™ is a premium package of benefits designed to complement the expertise and personal services of an investment advisor
Premium Products and ServicesAccess your accounts online day and night and receive professional support through Schwab Signature Alliance™. This premium suite of services includes Schwab’s award-winning technology, real-time data and a dedicated support team to complement your advisory relationship, including the following online features:
Real-time balances and positions
Electronic delivery of trade confirmations and regulatory documents
Cash management tools
Trade order status
Schwab Bank services
How to Get More InformationTo access Schwab Signature Alliance™ benefits, call your dedicated Schwab Alliance team at 800.515.2157, Monday – Friday, 8:30 a.m. – 7 p.m. EST
www.SchwabAlliance.com Login PageThe client-level login page enables users to access all Schwab accounts online. Clients can enter the SchwabAlliance.com via any Schwab login page
At a Glance Tab: Schwab AlertsClients can enroll themselves in electronic trade notifications and other Web-generated notifications; including regulatory, account, and research alerts
Quotes & Research Tab: MarketsMarket, equity, and industry information and research from respected sources, as well as, the ability to set up a customized watch list
Quotes & Research Tab: StocksEquity research reports from top industry analysts and the ability to find stocks using select criteria via the Stock Screener
Planning Tab: Schwab Fund for Charitable GivingClients have access to uniquely flexible way to manage their giving and a tax-smart way to support charities
Banking TabOne-stop access to Charles Schwab Bank services, including lending and credit card services
Screen shots are for illustrative purposes only, may be historical in nature and should not be used as a basis for any decision. Rates reflected are for illustrative purposes only and may or may not reflect current rates. For more information, please visit www.schwabbank.com.
Charles Schwab Bank, N.A. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Investment products offered by Charles Schwab & Co., Inc. are not insured by the FDIC, are not deposits or obligations of Charles Schwab Bank, and are subject to investment risk including the possible loss of principal invested. Charles Schwab & Co., Inc., a registered broker-dealer and SIPC member, does not solicit, offer, endorse, negotiate or originate any mortgage loan products and is neither a licensed mortgage broker nor a licensed mortgage lender. All mortgage loans are offered and provided by Charles Schwab Bank, member FDIC and an Equal Housing Lender. Charles Schwab Bank is not acting or registered as a securities broker-dealer or investment advisor.
Banking Tab: Investor CheckingSchwab Bank Investor Checking is seamlessly linked to a client’s Schwab One brokerage account, and can be easily accessed via SchwabAlliance.com
Charles Schwab Bank, N.A. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Investment products offered by Charles Schwab & Co., Inc. are not insured by the FDIC, are not deposits or obligations of Charles Schwab Bank, and are subject to investment risk including the possible loss of principal invested. Charles Schwab & Co., Inc., a registered broker-dealer and SIPC member, does not solicit, offer, endorse, negotiate or originate any mortgage loan products and is neither a licensed mortgage broker nor a licensed mortgage lender. All mortgage loans are offered and provided by Charles Schwab Bank, member FDIC and an Equal Housing Lender. Charles Schwab Bank is not acting or registered as a securities broker-dealer or investment advisor.
Screen shots are for illustrative purposes only, may be historical in nature and should not be used as a basis for any decision. Rates reflected are for illustrative purposes only and may or may not reflect current rates. For more information, please visit www.schwabbank.com.
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Banking Tab: Checking SetupThe Checking Setup section provides clients with the required forms and instructions to open a Schwab Bank Investor Checking account.
Charles Schwab Bank, N.A. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Investment products offered by Charles Schwab & Co., Inc. are not insured by the FDIC, are not deposits or obligations of Charles Schwab Bank, and are subject to investment risk including the possible loss of principal invested. Charles Schwab & Co., Inc., a registered broker-dealer and SIPC member, does not solicit, offer, endorse, negotiate or originate any mortgage loan products and is neither a licensed mortgage broker nor a licensed mortgage lender. All mortgage loans are offered and provided by Charles Schwab Bank, member FDIC and an Equal Housing Lender. Charles Schwab Bank is not acting or registered as a securities broker-dealer or investment advisor.
Screen shots are for illustrative purposes only, may be historical in nature and should not be used as a basis for any decision. Rates reflected are for illustrative purposes only and may or may not reflect current rates. For more information, please visit www.schwabbank.com.
Banking Tab: LendingClients can take advantage of mortgage financing through Charles Schwab Bank
Screen shots are for illustrative purposes only, may be historical in nature and should not be used as a basis for any decision. Rates reflected are for illustrative purposes only and may or may not reflect current rates. For more information, please visit www.schwabbank.com.
Charles Schwab Bank, N.A. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Investment products offered by Charles Schwab & Co., Inc. are not insured by the FDIC, are not deposits or obligations of Charles Schwab Bank, and are subject to investment risk including the possible loss of principal invested. Charles Schwab & Co., Inc., a registered broker-dealer and SIPC member, does not solicit, offer, endorse, negotiate or originate any mortgage loan products and is neither a licensed mortgage broker nor a licensed mortgage lender. All mortgage loans are offered and provided by Charles Schwab Bank, member FDIC and an Equal Housing Lender. Charles Schwab Bank is not acting or registered as a securities broker-dealer or investment advisor.
Banking Tab: Credit CardProvides clients with access to credit card account information and management features
Screen shots are for illustrative purposes only, may be historical in nature and should not be used as a basis for any decision. Rates reflected are for illustrative purposes only and may or may not reflect current rates. For more information, please visit www.schwabbank.com.
Charles Schwab Bank, N.A. and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Investment products offered by Charles Schwab & Co., Inc. are not insured by the FDIC, are not deposits or obligations of Charles Schwab Bank, and are subject to investment risk including the possible loss of principal invested. Charles Schwab & Co., Inc., a registered broker-dealer and SIPC member, does not solicit, offer, endorse, negotiate or originate any mortgage loan products and is neither a licensed mortgage broker nor a licensed mortgage lender. All mortgage loans are offered and provided by Charles Schwab Bank, member FDIC and an Equal Housing Lender. Charles Schwab Bank is not acting or registered as a securities broker-dealer or investment advisor.
Priority Service•Professional support from representatives who specialize in meeting the needs of clients of advisors with general service and information requests; available Monday – Friday, 8:30 a.m. – 7 p.m. EST.
•Clients of advisors can call the dedicated Schwab Alliance team at 800.515.2157, Monday – Friday, 8:30 a.m. – 7 p.m. EST to access Schwab Signature Alliance™ benefits.