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Go Digital

"Easy" is now easier—manage your financial life online with Schwab.

Our most popular features.

  • 1099 Dashboard

    Get a personalized view of your 1099 tax forms when they become available. View online or via the Schwab Mobile App1.

  • Schwab Mobile App

    The Schwab Mobile app1—easy to use, customizable, packed with investment and money managing features, and 100% helpful.

  • Investment Income

    How much income are your brokerage accounts generating now—and in the future? Schwab Investment Income Summary is the key to finding out.

Feel more confident about your financial security.

Your trust isn't only prized it's earned by continuously innovating and refining our security measures.

Just a few of the helpful things you can do online.

  • Debit card alerts

    Keep an eye on what's happening in your Schwab Bank High Yield Investor Checking® account2 by setting up custom alerts on your Schwab Bank Visa® Platinum Debit Card.

    Set Alerts for Your Card

  • Link non-Schwab accounts

    Easily view and monitor your entire financial world—investments, bank accounts, 401(k)s, etc.—by linking your non-Schwab accounts to your personal portfolio overview on

    Link your accounts

  • Card lock/unlock

    You can lock your Schwab Bank Visa Platinum Debit Card if you misplace it or think someone might be using it,3 then unlock and use it once you make sure it's secure.

    Check Out the Card Lock Feature

  • Online transfer

    Transfer funds between your Schwab accounts and your accounts at other financial institutions online. To make transfers easier, the forms you need are pre-filled and available online

    Learn more about transferring funds

  • Travel notice

    Let us know of your travel plans, online or with the Schwab Mobile app, so we can monitor your account more effectively when there's activity outside of your usual routine.

    Add a travel notice

  • Google Assistant

    Get real-time information about your portfolios, their performance, and more.

    Coming soon.

Schwab how-to videos

Get even more from working with us. These videos will show you how.

See what more you can do

Try these features and services.

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Need assistance or have questions? Call 800-435-4000.

1. 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. Mobile carrier data charges may apply.

2. The Schwab Bank High Yield Investor Checking® account is available only as a linked account with a Schwab One® brokerage account. The Schwab One brokerage account has no minimum balance requirements, minimum balance charges or minimum trade requirements, and there is no requirement to fund this account, when opened with a linked High Yield Investor Checking account.

3. Card lock/unlock feature is only available on Schwab Bank Visa Platinum Debit Cards. You can lock your card if it is activated and in good status.

Locking blocks cash advances, ATM withdrawals, and purchases at point of sale, online, or over the phone. The account is still active, and you can still see your balances.

Note that even if your card is locked, the following transactions still continue:

  • Recurring transactions and bill payments
  • Credits and reversals

Schwab Bank will notify you anytime the card is locked or unlocked. For assistance with locking or unlocking the card, to file a fraud claim, or if your card is lost or stolen, please contact Schwab Bank at 888-403-9000.

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