Charles Schwab - How to work with alerts

On your advisor platform page in Schwab you will have a tab that is titled "ALERTS."  This is a great place to start daily to keep an eye on any issues with your accounts.  Keep in mind that the Client Services Specialists at XYIS will be handling all of the alerts that come in for XYIS managed accounts; however to stay informed on any activity that may be taking place, the alerts and activity tabs are the best place to start. 


If you click on the settings button, on the right side half way down the page, you will be able to choose which alerts you receive on the website or by email and whether they are delivered immediately or daily. 



Introduction to alerts

How to work with alerts

Reasons for Move Money Alerts



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