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  1. To help you skip the line, below are answers to clients' frequently asked questions. Know that we're always here for you – by phone, on Schwab.com, and on our mobile app. Top Questions. Transfer of Assets FAQs. Trading and Margin FAQs. Tax FAQs. Account Maintenance FAQs. Asset Protection & Cash FAQs.

  2. Enter your User Name and Password (This is the user name and password you selected when you applied for your 529 account online, or when you enrolled the account for online access.) If you have other Schwab accounts and this is your first time logging in: Go to schwab.com. Click on the "Log in" link at the top of the page and select "Schwab.com".

  3. Have your username and password on hand for a quick login. 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. Fund Your Account. Time-saving tip:

  4. Select Start Page. Log in. Open your Schwab account online Forgot Password New User.

  5. To access your account information online, you’ll need to complete a brief registration process.To begin, enter the information below to help us verify your identity.

  6. SELF-DIRECTED INVESTING. Manage your own investments with ease. Take control of your investing with a full range of tools, resources, and support. Open an account. Already a Schwab client? Get started today. Trade with confidence. Build, research, and discover. Track performance. Get support 24/7. Boost your skills. Trade easily and confidently.

  7. There are no fees to open or maintain your account. Other account fees, fund expenses, and brokerage commissions may apply. How do I open an account? You can open an account online, by phone, or in one of over 300 branches. Click here to open an account online in about 10 minutes. Choose your account type. Complete an application.

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