Schwab

FOR INTERNAL USE AND NELSON SECURITIES EMPLOYEES ONLY.

Schwab Advisor Center (SAC) Login

Bookmark this page: https://advisorservices.schwab.com/advisor/login

After entering your Login ID and password, you will be prompted for the 6 digit security code. You will need to get it from your phone in an app called Symantec VIP Access.

From the app store on your phone, download the app that looks like this:

Schwab Advisor Center (SAC)

Contacts

Contacts & Cut-off times

SAC Support

Forms

Client Info changes: We can change client emails online. Addresses and phone numbers need to be changed by the client over the phone or online by an email sent by the rep and then approved by the client, or by paper Schwab COA

Forms library once logged in.

Our client facing website page:

https://www.nelsonsecurities.com/schwab-td-ameritrade-merger-update

Master Codes

**Updated**

Advisor	TDA rep code	SAC master code
Ace Earthman	BW3K	0814-1365
Carmel Exum	BW2Q	0807-8821
Dave Vose	BW2T	0810-2665
Jeff Miller	BW3J	0841-1245
Rick Garcia	BW2R	0840-8261
Rob Nelson	AFYP	0808-3282
Rusty Price	AXFQ	0818-4216
Scott Newman	BW2P	0809-1205
Steve Keller	BW2S	0802-6569