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ACCOUNT ACCESS

As a value added service, Nelson Securities, Inc. provides our clients with online access to their investment accounts including Managed Accounts at Charles Schwab, Direct Mutual Funds and Variable Annuities.

To ensure all of your Direct Fund accounts and Variable Annuity contracts remain linked to Nelson Securities for additional support, be sure to contact your Representative when opening new accounts or updating information. Not all of our recommended fund families or variable annuity companies offer online access; however, as they do we will make that access available.

For your protection, each company requires a User ID/Login Name and Password or PIN (Personal Identification Number) to access your account(s), which must be established prior to your first use.  Instructions on how to establish a User ID/Login Name and Password/PIN are found on each company’s login page that is reached by clicking on each company’s name listed below. 

Managed Accounts

Schwab Alliance

Regardless, if you receive paper or electronic statements, we recommend all of our Managed Account Clients set up Schwab Alliance. It is quick and easy to do. Having your email address on file at Charles Schwab, you will be able to complete eAuthorization for better and quicker service from Charles Schwab on your investment account(s). This is especially helpful for RMD withdrawals, Tax Withholding preference changes, auto-invest and/or systematic distribution changes, and other common transactions. 


Additionally, Schwab Alliance allows you to securely view your Schwab account(s) online and also on the Schwab Mobile app.

Many of our Managed and Advisory Account clients had TD Ameritrade's Advisor Client for years. If you already set up Schwab Alliance prior to the merger you are good to go!

Get Started Today: Schwab Alliance Login Page 


  • Click on the New user? link
  • Follow the instructions to set up your Schwab Alliance after clicking on the green Start button.
  • Once completed, you can download the Schwab Mobile app on your phone and use the same userID and password.
  • Or your Nelson Advisor can send you a link by email

To Complete your Schwab Alliance Access, you will need:

  • Your Schwab account # (call your Nelson Advisor if you don't have it)
  • DOB
  • Phone number (cell)
  • Social Security Number

It’s pretty easy but please call/email your Nelson Advisor with any questions! If you have Move Money (MoneyLink) on your Schwab account(s) and prefer not to sign up for Schwab Alliance, you will need your email address on file with Schwab to give eAuthorizations via email. Only Clients can give Schwab your email address and the number for the Schwab Alliance Team is 800-515-2157. 

  • You will be prompted to key in your Schwab Account #, Login ID # or Social Security # to get started.

You can also provide verbal Authorization on Move Money transactions by calling Schwab Alliance at 800-515-2157 

  • You will be prompted to key in your Schwab Account #, Login ID # or Social Security # to get started.

For security purposes, Schwab will NEVER text you anything. If you receive a text from "Schwab" is a scam and delete it immediately.  

More Information on Schwab Alliance


Direct Mutual Funds

American Funds

Hartford Funds 

MFS

PIMCO

Columbia Funds (Seligman, RiverSource, Threadneedle)

Virtus Investment Partners 

Lord Abbett

529 College Savings Plans

CollegeBound 529

CollegeAmerica (American Funds)

Hartford Smart529

MFS 529 College Savings Plan


Variable Annuities

Talcott Resolution (Formerly The Hartford) Director & Director Access

Lincoln National American Legacy II

Lincoln ChoicePlus Assurance

Jackson National Life

John Hancock Venture

Nationwide

Delaware Life (MFS) Regatta Gold/Platinum

Nassau (Phoenix) Big Edge Plus




If you need assistance, please contact one of Nelson Securities' Financial Professionals at 800-345-7593Email Us or Ask a Question.