Accessing Your Schwab Accounts Online

Setting up online account access:

  1. Go to the 'My Account Information' tab in the upper right section of the CWM website
  2. Select the 'Schwab' button
  3. Click on 'New User'
  4. Enter the requested information in the fields provided (call CWM at (425) 778-6160 or (800) 268-2440 for your account numbers) and click 'Continue'
  5. At this point, you will be asked to verify one of the holdings in your account. Scroll down and check the 'None of the Above' box and click 'Continue'
  6. Create your account nicknames (if you desire) and select which account you would like to have listed as your 'Primary Account' (the account that shows up first when you log in); click 'Continue'
  7. Create your User ID & PASSWORD as well as your Security Question in case you forget your PASSWORD and then click 'Continue'
  8. Confirm account set up by clicking 'Continue'
  9. Page down and click 'I Agree' to the Electronic Services Agreement
  10. Scroll down to line item #2 and check the first button 'Based on the information above, I am a Non-Professional Subscriber' then click 'I Agree' at the bottom of the page
  11. Check the 'Enroll ALL Eligible Accounts' box for Paperless Delivery
  12. Click 'Continue' several more times until the system prompts you that you are finished

See below for more important information regarding delivery preferences

Important Note: CWM does not have access to reset your password. If at any point you are locked out of the system, you will need to call Schwab's Customer Service at (800) 515-2157 and follow their prompts. For general questions, please don't hesitate to give us a call at (425) 778-6160 or toll free at (800) 268-2440.

To sign up for E-document delivery (Recommended):

  1. Using the Login ID and Password created above you may update your delivery preferences for your accounts by selecting the 'My Account Information' tab in the upper right section of the CWM website
  2. Select the 'Schwab' button
  3. Enter your individual Login ID and Password
  4. Select the 'Service' tab
  5. Click on the 'Account Settings' tab
  6. Select 'Alert Preferences'
  7. Select the arrow next to 'eStatements, eConfirms, and Shareholder Materials'
  8. Click the box at the top of each section and hit 'Next'
  9. Your delivery preferences have been successfully updated

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