There may be instances where you want an authorized user to have certain access to your Schwab account. In this video, Alexandra Gannon shows us how to set up view-only access for authorized users. This will allow them to view certain account details such as balances, positions, and tax forms.

For more information on the transition, please click the link below to visit the Schwab Client Learning Center.

https://welcome.schwab.com/alliance

Disclosure: These materials have been independently produced by Focused Wealth Management. Focused Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Focused Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.