As you most likely already now, as a DWM client, you have a few ways to access your information:
SchwabAlliance is a third-party site that, unlike the top two sites listed above, DWM cannot control. This is intended for compliance purposes. Since we cannot control that site, we cannot “nickname” an account for you there like we do within our DWM/Orion reporting system.
But by following this easy-to-use guide created by newest DWM teammate, Nick “Nick-Name” Schiavi, you can have those accounts nicknamed in a matter of minutes.
Of course, you can always call the friendly folks at SchwabAlliance (800.515.2157) if you’re still having trouble with that site. For any help on the other DWM sites, please don’t hesitate to call us.