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Narrator: Funding your account is most commonly done by transferring funds from your bank account. Need to link an external account using Schwab Mobile? To begin, tap More, then under Move Money select Transfer Funds and select External Accounts.
More is tapped, then Transfer Funds, then External Accounts
Narrator: From here, you'll see a list of the other accounts currently linked to your Schwab account. To add a new external account, tap Add Account. If you have several accounts linked, you may need to scroll to the bottom of the screen.
Add Account is tapped
Narrator: Next, choose the Schwab account you'd like to link your external account to, then tap Continue.
Continue is tapped
Narrator: Review How we use your bank account information and tap Continue
Continue is tapped
Narrator: Verify that you're the account holder, then enter your account type, routing number, and account number.
Account information is entered
Narrator: Finally, review the terms and conditions then tap Submit.
Submit is tapped
Narrator: Once complete, you'll see a confirmation screen verifying that the account has been successfully linked. You can now use it to transfer money to and from your Schwab account. Please note that in some instances, you may be required to take additional steps to validate your external account.
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