Recording: Introducing Schwab Alliance Webinar

Steve Lear |

Event recording from September 18, 2023.

Partner and Director of Client Support, Megan Pace, introduces the Schwab Alliance platform and shares several important features. 

What's included:

  1. Supporting your access to Schwab Alliance
  2. Navigating you through settings
  3. Reviewing content of documents

This video is for general educational purposes only and should not be considered an individual recommendation. All images are for illustrative purposes only and may be abbreviated. Schwab Advisor Services serves independent investment advisers and includes custody, trading, and support services of Schwab. Affiance Financial is not owned by or affiliated with Schwab.