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  1. Options include: View-only access, to view account information; Limited-trading authority, to view account information and trade; and Full-trading authority, to view account information, trade and move money.

  2. 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:

  3. Access funds with your Schwab Bank Visa ® Platinum Debit Card and enjoy unlimited ATM fee rebates for cash withdrawals worldwide. 5 Learn more about a Schwab Bank Investor Savings™ account. To open a Schwab Bank Savings Account, download an application or call 800-540-6718.

  4. Use Schwab.com and the Schwab mobile app 4 to conveniently manage your brokerage account. Research and plan. Get online tools to screen and evaluate investments, develop a plan, and more. Get support 24/7 + convenience of 300+ branches. Call our financial professionals anytime. Plus get local support at a branch near you.

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

  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. 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.

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