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What's New?

Quarterly Report - 4th Quarter / Oughts

What Price Advice (July 2008) pdf

Commission Discounts:

Schwab is offering to discount their base commissions for households that have an email address and custody $50,000 or more with them.  They will drop their 1,000 share and less price from $19.95 to $12.95 if you are willing to accept emailed confirms and statements... a 35% savings.  Households that custody $1 million or more automatically do business at $8.95. 

Our preferred way to sign up is to click on www.schwaballiance.com , if you are a first-timer you should have your Schwab statements in hand.  Either log in or click on the new user link in the center of the page, their website does a friendly job of helping you establish an ID and password.  Once inside the site, click on "Account", 2nd tab from the left, followed by a click on "eDocuments"... far right side.  Under "Want to Reduce Mail?" (right), click on "Turn off mail delivery Statements".  Check the box next to "Turn off paper delivery for all accounts".  Both eConfirms and eStatements can be printed out if you have a filing system that requires physical documents.  This process will also allow you to visit Schwab's website on demand, we think it is excellent.  In the future you can access it directly or from the link on our home page.  Call us if you have a problem.

 

 

 

 

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