Schwab Tax Documents Available Feb 26

Schwab has announced that tax documents will be available February 26th.

To view or download your documents (after Feb 26) follow the steps below:

  1. Go to
  2. At the top of the page, click the “Clients” link.
  3. From the drop down menu links click “Schwab Alliance Login.”
  4. If you have previously set up your login credentials, enter them, login and find your documents.
  5. If you have not previously set up your login credentials, click the “New User?” link and follow the instructions.
  6. If you have any difficulty with this process call the Schwab Alliance team at 800.515.2157.
  7. If you should have need for further help call my office at 636.527.5010.


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