For the security of your account, which may be compromised if 1) you do not establish online login credentials, 2) you do not periodically log in and review your account activity, or 3) you disclose your credentials to another individual or allow another individual to establish credentials for you.

Schwab as custodial bank is the safekeeper of your assets. They report transactions and daily balances, and provide annual tax forms. Orion is PNW Asset Management's reporting system where you will find far more comprehensive information and all of the performance reporting. You need access to both systems for a complete picture of your investments with us.

When you log in to Schwab Alliance you will see all the accounts of your household where you are included as an account holder. This excludes your spouse's retirement accounts as well as any individual accounts where your spouse is an account holder but you are not. To see accounts of which you are not an account holder requires View Only authorizations to be provided by your spouse or other account holders.

Yes. In Orion, you can see all accounts for your household including your spouse's retirement or individual accounts. Further, all information is reported at the household level, but you can also drill down to the account level.