If you need to add or update an account beneficiary, you can do it on your own in Schwab Alliance in just a few steps.
Log in to your Schwab account at SchwabAlliance.com.
Click on the “Profile” tab in the top right corner, then select “Beneficiaries” from the drop-down menu.
Scroll to view your accounts. Click “Edit Account” to add or update your primary and contingent beneficiaries for each account.
If you have any questions about the process, please don’t hesitate to reach out to our client services team. We’re always happy to help.