Schwab eDelivery

Most of our client assets are held in custody by Charles Schwab & Company, a registered broker/dealer which executes trades in our client accounts per our instructions. Schwab was one of the early discount brokers, and their $8.95 transaction fee remains quite competitive today.¹ However, the discounted fee is only available to clients who have authorized electronic document delivery.

We recommend that our clients sign up for Schwab’s document eDelivery service.

With this service your documents are sent to you via email instead of traditional “snail” mail. You’ll get your information quicker, and you won’t have to deal with boxes of brokerage statements taking up room in your home.  (If you’re concerned that Schwab will “lose” your electronic documents, you can engage an inexpensive archival service, like Carbonite to secure your own electronic copies.)

Your home will have less clutter, and your trading costs will be reduced.

Please note that we can only help OUR CLIENTS with the signup process for eDelivery. If you are a Schwab client, but not a client of Financial Planning Associates, Inc. you should contact Schwab directly to sign up for eDelivery. The phone number is: 866.855.9102.


¹In addition, many excellent exchange traded funds and mutual funds trade at Schwab without a transaction fee.

  10 comments for “Schwab eDelivery

  1. Gary Kruzner
    August 27, 2015 at 6:32 pm

    Use email for providing information regarding our accounts, including paperless statements when available.
    How do I access my account?
    Does my wife have to register separately?
    I understood from the information received that our name and address being the same both would be capable of receiving paperless statements and information yet her email address was not required. Why?
    How would she also access her account?

    • August 27, 2015 at 8:37 pm

      Mr Kruzner,
      Our clients can access their Schwab accounts electronically by connecting to Schwab’s secure web portal. We also maintain a relationship with Morningstar, and our clients can connect to their secure Morningstar web portal where they can view all of their asset values, including any that are held in custody away from Schwab. In both cases husband and wife can each be authorized to view the accounts. The paperless statements are sent to the account owner based on the account registration, which could be joint or individual. If you currently have a Schwab account I would recommend that you call Schwab to get further information and/or to set up any specific strategies or arrangements that you desire. Generally, my office can take care of these types of technical issues for our clients. However, since you are not our client you will need to contact Schwab.

  2. Felice Nrlson
    June 23, 2016 at 10:40 am

    Would get to get all my information and thorough e-mail

    • June 24, 2016 at 6:56 am

      Since you are not a client of Financial Planning Associates, Inc. I am unable to help you directly. However, since you are apparently a retail client of Charles Schwab and Company you should contact them at 866.855.9102 for help with your problem.

      Carl

  3. Jack L and Marilyn A Fatjo
    July 20, 2016 at 9:20 am

    I would like to have my documents and prospects sent to me by e-mail.

    • July 20, 2016 at 10:20 am

      Since you are not a client of Financial Planning Associates, Inc. I am unable to help you directly. However, since you are apparently a retail client of Charles Schwab and Company you should contact them at 866.855.9102 for help with your request.

      Carl

  4. Kathleen M Palmer
    August 21, 2016 at 1:05 pm

    I would like to have my documents and prospects sent to my husband by e-mail since he takes care of my finances.

    darylp45@juno.com

    • August 21, 2016 at 3:54 pm

      Kathleen,
      Please see response to prior request from Jack and Marilyn Fatjo.
      Carl

  5. Fernando g. Caindec
    January 27, 2017 at 2:03 pm

    I would like receive all reports and documents via my email. Thanks

    • January 27, 2017 at 2:45 pm

      Mr. Caindec, please re-read the last paragraph of the blogpost above.

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