Narrator: Need to remove or cancel an authorized user's access within one or more of your accounts?
Screen fades to Schwab home page
Narrator: Click My Profile and Select Account Access.
Mouse clicks on Profile and selects Account Access.
Narrator: Scroll down to Accounts and roles, where you'll find a list of authorized users with account access. Next, select Remove access, found directly to the right of the user you'd like to remove access for.
Mouse clicks on Remove access
Narrator: You'll then be prompted with further instructions and to verify your request. Once done, you'll receive confirmation after completing the steps outlined. Have you invited an authorized user but changed your mind? If they have not accepted your invitation, you can cancel it. From Account Access scroll down to the Accounts and roles section of the page. Cancel your request by clicking Cancel Request next to the authorization you'd like to cancel.
Mouse clicks on Cancel Request
Narrator: You'll then be prompted with further instructions and to verify your request. Only users who initiated the invitation will see the option to cancel the request for access. If you would like to cancel a request you did not initiate, please contact the user who initiated the invitation.
Video outro plays
Remove authorized access to one or more of your accounts in just a few simple steps.