How to go paperless
Set paperless delivery preferences for your Schwab account to reduce paper consumption and give you more control over your account.
Read PDF: Go Paperless
How to reset login ID
Securely provide identifying information to reset your login ID.
Read PDF: Reset login ID
How to change my contact information
Keep your contact information up to date. Update your email, phone number, or mailing address.
How to change my name
Big life event? Make sure your name is up to date.
How to lock and unlock my debit card
Follow these steps to help keep your debit card secure.
How to use Schwab Mobile Deposit™
Quickly & securely deposit checks into your account using the Schwab mobile app.
How to link accounts and transfer money
Fund your account in a few steps with cash or positions from another financial institution.
How to get the most out of Schwab.com
Get the most out of your Schwab.com experience by becoming familiar with key features.
Read PDF: How to get the most out of Schwab.com
How to add a trusted contact or a beneficiary
Make sure we can reach you if needed, and make sure your wishes are known.
How to check my positions
Quickly see the value of your holdings, any gains or losses, and make decisions about reinvesting dividends.
