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Narrator: Want to find your account and routing numbers to set up direct deposit, receive an incoming wire, or set up automatic payments? Select Move Money, then select Routing Numbers & Direct Deposit.
Move Money, then Routing Numbers & Direct Deposit is selected
Narrator: Select the drop-down menu, then choose the desired account. If you have a Schwab Bank Account, this page may look different to you. For this example, we'll use a Schwab brokerage account.
An account is selected
Narrator: Scroll down to the direct deposit section and review your account and routing numbers.
Page scrolls down
Narrator: Want to set up direct deposit with an employer or another entity? You can choose to print or download this information by selecting the link underneath your account and routing information.
Link is selected
Narrator: Schwab will generate a PDF that contains your account details. Review the form and edit the fields if necessary, then select Print to download or print the form.
PDF displays, and print icon is highlighted
Narrator: If you select a brokerage account, you have access to unique wire transfer details and information to receive funds. Under Wires to a Schwab Account, you can find the information needed to receive an incoming wire transfer. Select the link next to Domestic, International, or Foreign Currency depending on the type of wire transfer you would like to receive, and provide the sending institution with the information generated in the pop-up window.
Link next to wires is selected
Narrator: Interested in setting up automatic payments or an outgoing transfer? Use the routing number and account number found on your checks to set up a payment with a vendor or online bank. If you do not have checks, the account is not eligible for this type of transfer.
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