Accessing Tax Forms Through Schwab Alliance

You can access Schwab Alliance at any time by visiting schwaballiance.com and entering your credentials.

Upon successfully logging into Schwab Alliance, you should see a banner at the top of the page, as shown below.

Click on the hyperlink titled “Tax Forms” and you will be directed to your most recent tax forms that are currently available.

You can also access all your most recent tax forms as well as statements by selecting the “Accounts” tab located at the top menu bar, and then selecting “Statements” as shown below.