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Access Schwab Accounts For up-to-date portfolio information, you can access your accounts through the Schwab client web site. Click on New User? for first time access to obtain log in credentials. Have a recent statement handy (or call our office) as you will be asked a question about securities held in your account. If you get “locked out” you will need to call 1-800-515-2157. You will be leaving our web site if you click this link.