How to link an external account using Schwab Mobile
Download Schwab Mobile app from the App Store® or
How to find your routing numbers and direct deposit information
Find your routing, account, and direct deposit information to receive wires, set up direct deposits and online transfers, and more.
How to use Schwab Portfolio Checkup
Use Schwab Portfolio Checkup to assess your portfolio performance and align investment strategy with your goals.
How to remove margin from your account
Remove margin access from your account on Schwab.com
Read PDF: How to remove margin from your account
How to create a customized watchlist on Schwab Mobile
Create and edit a customized view of your watchlists on the Schwab Mobile app.
How to customize your watchlist
Edit the view of your custom watchlists on Schwab.com.
Read PDF: How to customize your watchlist
How to create stock alerts using Schwab Mobile
Use stock alerts to receive notifications for price changes, news and events, and more.
How to add checking features to your brokerage account
Discover how to add a debit card or checks to your Schwab brokerage account.
Read PDF: Add debit card or checks
See how it works
How to place an options trade
Place single-leg and multi-leg options trades using Schwab Trading Tools.
Read PDF: How to place options trade