Streamlined Security on Schwab Alliance & Mobile Enhancements

November 20, 2017
Katie Smith
Client Service

Schwab has streamlined the process of gaining web access to your accounts on Schwab Alliance without compromising online security. When you enroll for web access you can now choose to verify your identity via a phone call or text message instead of answering questions about your account.

Version 8.0 of the Schwab Mobile App has expanded the functionality of the app and delivers an experience more consistent with the web version of Schwab Alliance. The enhancements include a new account summary view, an enhanced message center, customizable alert settings, and travel notification.

If you have any questions about setting up web or mobile access or any of the new features give us a call.

Chesapeake Financial Advisors is a fee-only financial planning, investment advisory and tax planning firm with offices in Towson, Bel Air and Columbia, Maryland.

Katie Smith

Katie’s “claim to fame” at Chesapeake Financial Advisors is that she was their first full-time hire, starting with the firm in 2010. All of our clients interact with Katie because she is responsible for assuring that everyone has all the banking and investment forms they need, she fields all billing questions, she sets up all clients with our Black Diamond wealth platform…there’s not much that she doesn’t do! Prior to working for Chesapeake, Katie was a loan processor for United Equity and she worked the pricing desk at First Home Mortgage. Her finance background in lending helps her understand her clients’ investment goals so she can help us strategize the best solutions for them.

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Katie Smith

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