Schwab quick-start guide.
Next, fund your account.
There are multiple ways to securely fund your account:
- Make an online transfer.
- Send a wire.
- Transfer an account.
- Make a deposit using Schwab Mobile.
The quickest way to fund your account is through a secure online transfer (view the How to Make an Online Transfer video for a step-by-step tutorial) or by making a deposit using Schwab Mobile.
Once you've funded your account, consider adding options or margin approval to your account. Note that for new clients, buying non-marginable stocks, as well as all options trading, requires that the cash in your account be fully cleared.
Now it's time to trade.
Once your account is funded, you're ready to start trading. Follow our step-by-step guide to place your first trade.
Time-saving tip: Place your trade with our All-In-One Trade Ticket®. You'll get easy access to multiple asset types (stocks, ETFs, and options), and you'll be able to place and execute your trades from a single location.
Schwab clients now have access to the stock screener tool, which allows you to filter stocks by analyst rating, price performance, sector, and more.
Before you begin to buy or sell, it's important to understand how transaction and settlement dates work.
You've got questions. We've got answers.
Learn all about your new Schwab account and explore answers to the most commonly asked questions.
Get answers to questions like:
- How do I transfer funds?
- When are deposited funds available for trading?
- How do I place a trade at Schwab.com?
Read the Trading and Margin FAQs before you place your first trade.