Schwab Video Library

Investors want the freedom to choose how they manage their financial life. That's why Schwab Mobile provides you with powerful tools and resources that make it easy to monitor your financial accounts, manage transactions, stay on top of the market, and act on new investment opportunities. Get a holistic view of your financial accounts in a single place and securely view important details and easily manage your transactions, like transferring money and paying bills. Discover what's going on in the markets with real-time information and get alerts about trade opportunities you have your eye on. Or if you're looking for your next trade idea, find it with breaking news and interactive charts or get our current market perspective by listening to the daily Schwab Market Update podcast. Then take action by intuitively placing your order in just a few taps from almost anywhere in the app. We're also continuously enhancing the Schwab Mobile app to provide an experience that goes beyond the expected. Download the Schwab Mobile app today!

VO:     Schwab Mobile Deposit^™ is the quick and easy way for Schwab account holders to deposit checks from anywhere using a mobile device. It uses the same strict security measures you rely on at Schwab.com and is available for Schwab Bank or Schwab Brokerage and IRA accounts.

VO:     To get started, you'll need the Schwab Mobile app. If you don't already have it, you can download the app from the app store on your mobile device. 

VO:     Schwab Mobile Deposit^™ is built right into the app. So after you log in, simply tap "Deposit Check" from the home screen. 

VO: If you haven't already, you will need to accept the terms and conditions for access to all the features in the app. 

VO: If you have multiple accounts, choose the appropriate one and enter the amount of the deposit. 

VO:     After endorsing the back of your check, use your mobile device to take a picture of both sides of the check, making sure:

• The check is in focus and within the guidelines…
• The area is well-lit and there are no shadows covering the check…
• And the check isn’t overly wrinkled or folded.

VO:     Tap "Review Deposit" to ensure everything is accurate and then tap "Deposit."

VO:     A processing message will show your deposit being transmitted to Schwab. When it’s complete you will receive a "Deposit Acknowledgement," confirming receipt of your check images and deposit information.

VO:     We'll take care of the rest and let you know when your check is posted to your account, but you can always check on the progress of a deposit in the "Deposit Status" tab of the app.

VO:     Schwab Mobile Deposit^™ makes depositing a check quick and easy, while using our latest online security measures. Download the latest version of the Schwab Mobile app today. 

Disclosure:
BROKERAGE PRODUCTS: NOT FDIC-INSURED – NO BANK GUARANTEE – MAY LOSE VALUE

Requires a wireless signal or mobile connection. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. Functionality may vary by operating system and/or device. 

The Schwab Mobile Deposit service is subject to certain eligibility requirements, limitations, and other conditions. Enrollment is not guaranteed. Standard hold policies apply. Requires a wireless signal or mobile connection.

The Schwab Mobile Deposit Service is available to the following accounts: Schwab Bank High Yield Investor Checking^®, Schwab Bank High Yield Investor Savings^® (only if client also has a brokerage account), Schwab One^®, Schwab One International^®, Schwab Brokerage, and Schwab IRA. 

View IRA Center for the IRA contribution guidelines and rules.

Apple, the Apple logo, iPhone, and iPad are trademarks of Apple Inc., registered in the U.S. and other countries. Apple Pay, Touch ID and Apple Watch are trademarks of Apple Inc. 

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Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc., member SIPC. Deposit and lending products and services are offered by Schwab Bank, member FDIC and an Equal Housing Lender.

©2018 Charles Schwab & Co., Inc, All rights reserved. Unauthorized access is prohibited. Usage will be monitored. ELC87565-00
 

Looking to transfer cash or positions from one account to another? Our online transfer process was designed to be as intuitive and simple as possible.

You'll need to make a few decisions to set up your online transfer. 
    •    Are you transferring cash, positions, or both?
    •    For cash-only transfers, is this a one-time or recurring transfer? 
    •    Which accounts do you want to transfer to and from?

If you're transferring cash from an external account, you’ll first need to link it with your Schwab account, which you can set up by selecting "External Accounts", then follow the process outlined there. 

Once your account is linked, you'll be ready to start your transfer. 
Now let's walk through the simple process of performing a positions and cash transfer. 

    •    To begin, roll over the Accounts tab and click "Online Transfer".
    •    Now, you'll want to select what you’d like to transfer: Cash, Positions, or, as we’re doing for this example, Positions and Cash. 
    •    Next, select accounts for the "From" and "To" dropdown lists. 
    •    For cash, enter the amount you'd like to transfer in the box provided. 
For positions, check the box next to the positions you'd like to transfer. 
    •    Some transactions may be subject to tax withholding and you'll be required to edit the Federal and State tax rate or opt out of tax withholding. Once completed, you can click to review your transfer summary. 

If everything looks good, simply review and submit your transfer and you're done. That's it.

We hope you take advantage of this convenient and easy-to-use feature. As always, our goal is to make your Schwab experience as seamless as possible. 

Two-Step Verification is an online data protection method that creates an additional step to verify a user beyond a user name and password. 

This involves something you know, like your login credentials, plus something you possess like receiving a verification text message on your phone, to doubly ensure your identity. 

When you attempt to log into your Schwab account, we’ll prompt you to complete an additional method of authentication. 

We’ll do this by sending an Access Code to one of the methods of contact you previously set up. 

These include text message, email, automated phone call, or by directly contacting Schwab, whichever is most convenient. 

Once the access code is entered, you’ll have the option to allow Schwab to trust, or remember, that particular device going forward. 

That way, you won't need to enter an access code the next time you log in, which is particularly helpful if you're on a device you use frequently, like a personal computer, smart phone, or tablet. 

Keeping your data safe is always our highest priority. 

For more information on Schwab's security measures, just click the SchwabSafe icon located on every Schwab.com page.

The new Schwab Investment Income Summary makes it easy to see where your investment income is coming from and how much you may earn in the future, so you can better plan your investment decisions. 

So whether it’s budgeting retirement expenses, planning a vacation, or buying a new home, you have a better understanding of how much investment income to expect. 

Easily accessible within your Accounts Summary, the Investment Income Summary provides a visual overview of the dividends and interest across all your income-producing Schwab investments in one simple chart. 

View past earnings, as well as projections for the next twelve months, which can help you plan for retirement budgeting, major purchases, and investment decisions.

You can also drill down for information on individual accounts, and even individual holdings. 

It’s all designed to provide you a more complete understanding of the income you’re generating. 

Log in to your Schwab account to explore your Investment Income Summary today.

If you've misplaced your Schwab Bank Visa Platinum debit card, you don't have to immediately cancel your card. 

Instead, you can simply lock your card as you continue to search for it--and you can do it in minutes from your phone.  

However, if you think your card was stolen, you should call Schwab Bank immediately at 1-888-403-9000.

To begin, log in to the Schwab Mobile app.

From the home screen, navigate to Card Manager by tapping the "More" icon in the bottom right corner of any screen.

From the list of options, tap "Client Service."

Now choose "Manage Cards".

Here you'll see a list of your Schwab Bank debit cards. 

Find the card you want to lock and tap the toggle switch. This will prompt a confirmation message informing you which actions are blocked and which are still allowed.

Tap Continue to finalize your lock and return to your list of cards.

Whenever you're ready to unlock your card, simply return to this screen and tap the slider again.  

Secure and convenient methods for managing your debit cards. 

Just another reason Schwab is the better place for investors.