Service Designed to Complement Your Relationship with Us

In addition to the personalized service you receive from Lowery Thomas advisors, dedicated phone support is available with Schwab Alliance representatives. Our clients also have secure online access to which is a website designed exclusively for clients of independent advisors like Lowery Thomas that custody at Schwab. There are many useful features on the Schwab Alliance website including account history, positions and transactions, 10 year archive of account documents, portfolio performance with real-time balances, quotes and current market information and research from respected sources.

Schwab Alliance Informational Brochure


Schwab Alliance Mobile Set-Up Guide