Use a list of investments prescreened by experts at Schwab's Center for Financial Research to start researching ETFs or mutual funds.

A ladder is a strategy designed to provide current income while minimizing exposure to interest rate fluctuations. Learn how to use our ladder tool to get started.³

Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.

Read PDF: Go Paperless

Securely provide identifying information to reset your login ID.

Read PDF: Reset login ID

Keep your contact information up to date. Update your email, phone number, or mailing address.

Big life event? Make sure your name is up to date.

Change legal name form

Follow these steps to help keep your debit card secure.

Quickly & securely deposit checks into your account using the Schwab mobile app.  

Fund your account in a few steps with cash or positions from another financial institution.