Looking to access your statements on Schwab Mobile?
To begin, tap on the Profile icon and select Statements.
Profile icon is tapped, then Statements is selected
Next, select the account which has the statements that you’d like to access.
An account is selected
From here, you’ll be able to access a variety of documents, such as statements, tax forms, letters, and more. Select the filter to change the date range as well as the type of documents which are displayed.
Filter options are selected
Once you find your desired statement, simply tap on it to view the document.
Document is tapped
To download the document, tap on the export icon on the top right of the screen.
Export icon is tapped
Video outro plays
Easily access statements and other documents in just a few simple steps.