SCHWAB ALLIANCE

To set up your Schwab account for online access and/or e-Delivery, follow the instructions in this PDF document provided by Charles Schwab. You can begin this process by clicking on the Schwab Alliance image on the left side of this page or by clicking here.

If you have any questions about this process, feel free to contact us at 402-328-8800 and we’ll be happy to walk you through it.

Why e-Delivery?

By accepting statements and trade confirms electronically, Charles Schwab will reduce the equity trading commission our clients pay from $19.95 to $8.95. If your account is invested entirely in no transaction fee mutual funds, then this won’t be a compelling reason to sign up for e-Delivery. If however your account is comprised of stocks and exchange-traded funds (ETFs) then electing to receive these documents electronically will save you money every time a trade is made in your account. In addition, you will receive less paper mail, which is always a good thing.

A few e-Delivery reminders:

This applies only to your Charles Schwab monthly statements and trade confirms. Even if you sign up for e-Delivery through Schwab, P&A will still mail you a quarterly summary of your accounts (bi-annual for accounts under $100,000).

Even with e-Delivery, you are still able to print out a copy of your statement every month if you prefer to have a physical record.

Receiving electronic statements eliminates the need to shred or destroy mailed statements and confirms before throwing them away.

No account information, balances, or personally identifiable information is sent via email. Instead, Schwab emails a notification that you have a new statement ready to be viewed through their secure website.