Client Portal

Charles Schwab
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Instructions to Activate Your Schwab Accounts Online:

1. Before you begin to activate your account online, be certain that you have the following required information:

a. Social Security Number
b. Date of Birth
c. Home Telephone Number
d. Recent Account Statement

2. Go to the following website:

3. Under the heading “New User”, click on the “Web Activate Your Accounts” link

4. Enter the requested personal information

5. Answer a simple security question about your account

6. Select a User ID and Password

Please Note:

– If you prefer to bypass these steps and would like to speak with a live person, you can receive a temporary User ID and password by calling Schwab Alliance at 800-515-2157

– If at any point you need additional assistance in activating your account, please call Oak Advisors, LLC at 843-757-9339