Client Resources




Click the “External Accounts” tab, then click “Link an External Account”.


Read the disclosure and click “Continue”.


Select or search your external bank name.


Once selected, you have 2 choices on how to link the account. You can enter your login credentials for your external bank account, OR you can scroll down and click “Enter Account Number”.


Enter the Account Number, Routing Number and Account Type and select “Continue”.


Once the above setup is complete, you can log on to Schwab Alliance and use the “Transfers & Payment tab” to transfer money between your brokerage account and your external checking account.


Schwab Mobile App Check Deposit


Go to Schwab Mobile App Check Deposit.

Open the App, from the Summary screen tap the button labeled “Deposit”, select which account you want to deposit into, enter the amount of the check, take a photo of the front and back of the check, then submit by pressing “Deposit”.


The check should be made payable to the account name (and number if possible).
The client should endorse the back of the check and write “For Deposit Only Into Account #xxxx-xxxx” (write their account number).


Mailing A Check For Deposit


Charles Schwab & Co., Inc.
Attn: ASG Team 3
P.O. Box 628290
Orlando, FL 32862-8290
Phone # 1-800-515-2157
The check should be made payable to the account name (& account number if possible).


Client Portal Instructions


To Download Documents from the Client Portal:

  • Click on the Documents tab at the top of the screen
  • Click “All Documents” in blue on the left side of the screen
  • Click a check mark next the documents you want to download
  • Towards the top in the blue box, click on the down arrow next to the word “Action”
  • Click “Download” & follow your computer’s prompts for a downloaded document


To Post Documents to the Client Portal:

  • Click on the Documents tab at the top of the screen
  • Click “All Documents” in blue on the left side of the screen
  • Click on the down arrow next to the word “Action” in the blue box
  • Click on “Post Documents”
  • Select the file to upload
  • Click “Post” on the bottom right