Get 24/7 access to account/investment information, real-time stock quotes, your transaction histories and much more with Schwab’s direct online services. To take advantage of these convenient, easy-to-use tools, call Schwab at 1-800-515-2157 or visit schwaballiance.com to web-activate your account(s).

Log on to your online account by visiting schwaballiance.com. If you have any questions about your account, please contact us at 1-866-Jentner.

Enjoy the convenience of eDelivery. Now you can receive your statements, regulatory reports and confirmations on transactions via Internet. Schwab’s online options make receiving, storing and managing your reports and other information easier and better.

• Faster delivery. Schwab’s eDelivery allows you to get your statements more quickly than regular mail.
• Greater security. Avoid having your information lost or stolen in the mail by using a more secure means to access your information.
• More convenient. Get your eStatements from anywhere at anytime.
• Less space, greater storage. Why keep years of paper statements, when you can rely on Schwab’s secure, encrypted server to store your current statements as well as 10 years of your past statements. Archived statements can be accessed and reviewed easily.
• Multiple options. You can print out your eStatements or save them to your computer.
• Easy-to-read format. All eStatements and quarterly reports are in PDF files.
• Prompt notification. You’ll receive an e-mail each month, notifying you that your statements and reports are available to review at schwaballiance.com.

Online or by mail. Get your Schwab statements online or by regular mail – the choice is yours. To sign up for eDelivery, contact us at Jentner Financial Group or Schwab at 1-800-515-2157.