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.


  2 Replies to “Schwab Tax Documents Available Feb 26”

  1. Earl Cantin
    March 3, 2016 at 7:49 pm

    I have been a customer for years, what is the problem? What do you want me to do about this letter I received dated 2/19/16. It was changed to Earl J. Cantin and Mark Andrew Cantin jt ten

    Earl Cantin 575

    • March 4, 2016 at 10:24 am

      Mr. Cantin,

      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.


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