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You will need your login ID and password provided by Schwab. If you have questions or difficulty accessing your online account information, please contact a Schwab representative at (800) 515-2157.



Schwab is a registered broker dealer, and is not affiliated with Financial Engines Advisors L.L.C. or its affiliate(s), each federally registered investment advisors and wholly owned subsidiaries of Financial Engines, Inc. (“Financial Engines”). Financial Engines® is a registered trademark of Financial Engines, Inc. Schwab neither endorses nor recommends any particular advisor or investment strategy. Financial Engines provides investment advisory services for client accounts. Schwab has agreements with Financial Engines under which it provides Financial Engines with services related to client accounts. Schwab does not review the Financial Engines web site, and makes no representation regarding the content of the web site. The information contained in Financial Engines web site should not be considered a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Information reflected in client accounts on the Schwab web site is produced by Schwab and its affiliated companies; it is not provided by Financial Engines.
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Important Information

*This is a partial listing of Financial Engines’ customers as of December 31, 2017. These companies have consented to disclosure of their relationships with Financial Engines. This does not constitute an endorsement or approval of the advisory service provided. Third-party marks appearing on this site are the property of their respective owners.

*Investment News, RIA Data Center, 2018

*Methodology: InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

All information provided through the Education Center is for education purposes only and does not constitute investment, legal, or tax advice, an offer to buy or sell any security or insurance product or an endorsement of any third party or such third party's views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view outside Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact one of our investment advisors for more complete information based on your personal circumstances and to obtain personalized individual investment advice.

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