We want to keep you informed of how your investments are doing, both by reaching out to you and by enabling you to check your accounts online. Online accounts allow you to get detailed statements and easily change account settings. Scroll down to find the fund company you are invested with. Then, if it’s your first time accessing the account, follow the linked registration instructions. After that, online access will be simple–just bookmark the main website or come here to follow the link. If you are interested in gaining online access to a company not listed here, please call our office for assistance.

• Registering for Online Access on Schwab Alliance

  1)    Go to https://client.schwab.com/Areas/Access/Login

  2)    Click “New User”

  3)    Click “Start”

  4)    Enter your Schwab account number, DOB, Phone number, and SSN

  5)    The system will send you a code via text or call to verify your identity

  6)    Once verified, you will be prompted to create a userID and password as well as setting up a security question or other Multi-Factor authentication option

  7)    If you are having trouble with creating a log in, please call Schwab Alliance services at 1-800-435-4000

The website address is: https://oneview.v2020-sai.com
**Internet Explorer is the recommended browser**

1. You will receive an email inviting you to register – follow the link in the email
2. The following screen will prompt you to enter your Social Security Number and the access code from the email
3. Click the box confirming that you are not a robot and click the “Next” button on the bottom right
4. Accept the User Agreement
5. Complete your personal information including creating a username and password
6. Click “Review and Submit”
7. If everything looks correct, hit “Submit”
8. You will be directed back to the main login page where you can login using the credentials you just created

If you have accounts with Charles Schwab and would like to gain access to quarterly reports via Morningstar, please contact our office.

If you experience any issues setting up an online access login, or have trouble getting logged in, please contact our office at (503) 670-1958.