Schwab quick-start guide.

Mobile phone

First things first—get Schwab Mobile.

With the Schwab Mobile app, you can easily monitor your new financial accounts, get alerts, manage transactions, and stay on top of the market from anywhere.

  • Tap to download:

  • Time-saving tip:

    Have your username and password on hand for a quick login.

Fund account

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.
  • Time-saving tip:

    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.

  • Heads up:

    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.

Up and down arrows

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.


You've got questions. We've got answers.

Learn all about your new Schwab account and explore answers to the most commonly asked questions.

Read Our FAQs

  • Get answers to questions like:

    • How do I transfer funds?
    • When are deposited funds available for trading?
    • How do I place a trade at
  • Time-saving tip:

    Read the Trading and Margin FAQs before you place your first trade.