Schwab has announced that tax documents will be available February 26th.
To view or download your documents (after Feb 26) follow the steps below:
- Go to www.fpai.net.
- At the top of the page, click the “Clients” link.
- From the drop down menu links click “Schwab Alliance Login.”
- If you have previously set up your login credentials, enter them, login and find your documents.
- If you have not previously set up your login credentials, click the “New User?” link and follow the instructions.
- If you have any difficulty with this process call the Schwab Alliance team at 800.515.2157.
- If you should have need for further help call my office at 636.527.5010.