Schwab has streamlined the process of gaining web access to your accounts on Schwab Alliance without compromising online security. When you enroll for web access you can now choose to verify your identity via a phone call or text message instead of answering questions about your account.
Version 8.0 of the Schwab Mobile App has expanded the functionality of the app and delivers an experience more consistent with the web version of Schwab Alliance. The enhancements include a new account summary view, an enhanced message center, customizable alert settings, and travel notification.
If you have any questions about setting up web or mobile access or any of the new features give us a call.
Chesapeake Financial Advisors is a fee-only financial planning, investment advisory and tax planning firm with offices in Towson, Bel Air and Columbia, Maryland.