Investment Account Access

Thank you for your continued interest in our programs. Please direct your browser to this site to view your accounts online:

www.schwaballiance.com

You will need to create a profile at Charles Schwab in order to view your accounts online if you have not done so already. This process may take may take 10 – 15 minutes and you will need a copy of your most current monthly statement for an enhanced security screen. When you are ready, please select the “Web-activate your account(s)” link just below the Log In button on this main screen. Please read the instructions carefully as you go and provide the information requested.

Please use these phone numbers for assistance at any point during the registration process or for additional questions navigating the site –

Schwab Alliance Help Desk (800) 515 2157
Hufford Financial Advisors, LLC (888) 470 3064

There will be two user/subscriber agreements to “agree to” and it will ask you if you want to sign up for e-delivery. We highly recommend this option. You will continue to get monthly paper statements, but trade confirmations and shareholder information can be sent to an email address. This option is free and will substantially reduce the amount of paper you receive.