What to expect from your new Schwab experience.
We know change can feel uncertain—especially when it comes to your money and investing. Sometimes just knowing what to expect can help. Here's a glimpse into what you'll experience when accessing and managing your account at Schwab.
Top online account management features to get to know.
One of the biggest changes will be getting familiar with Schwab's web and mobile experiences. Here's how some of the most used features appear on the Schwab website and the Schwab Mobile app.
Top online account management features to get to know.
Accounts Summary
Getting started on the Accounts Summary.
Getting started on the Accounts Summary.
At Schwab, you'll have a personalized accounts summary. This customizable overview features all your account balances and lets you link and add non-Schwab accounts to see your full financial picture.
What to expect:
- See all your accounts in one place on the Schwab website and the Schwab Mobile app.
- Access your most used features on the Schwab Mobile app dashboard, including account balance, total value, and important messages.
- Personalize your Schwab website view by naming and arranging your accounts, and prioritizing the information you need most. Plus, get news about your holdings using Schwab's Stay Connected® service.
Positions
Reviewing your positions.
Reviewing your positions.
Schwab's position view allows you to view the positions of all brokerage accounts on a single page on the Schwab website. On the Schwab Mobile app, you can select an account to view positions.
What to expect:
- On the Schwab website, log in and select an account from the dashboard. From there, you can customize data columns, sort using column headers, and more. In addition to customizable views, each position has a "Next steps" dropdown menu allowing quick access to convenient shortcuts, like setting alerts, option chains, charts, company news, and more.
- On the Schwab Mobile app, log in and select an account from the dashboard to go to the positions page.
- At Schwab, position values in extended market sessions are based on the closing prices of the preceding general market session. Position values do not update based on price action in extended market sessions.
Coming to Schwab by end of 2023: Streaming quotes on the Positions page on the Schwab website and the Schwab Mobile app. Until then, you can stream positions by navigating to Watchlists > Positions Watchlist.
Watchlists
Manage your watchlists.
Manage your watchlists.
Stay on top of the markets with watchlists, featuring streaming quotes on the Schwab website and the Schwab Mobile app.
What to expect:
- On the Schwab website, log in and select Trade > Watchlist.
- On the Schwab Mobile app, log in and select Watchlist.
Coming to the Schwab website by the end of 2023: Additional customization options for watchlists, including additional data points.
Research tools
Using Schwab Research
Using Schwab research.
At Schwab, you'll continue to have access to news, analyst reports, updates, and third-party research. Plus, you'll gain access to valuable proprietary tools such as Schwab Equity Ratings®, Select List Reports, and market updates.
What to expect:
- On the Schwab website, log in and select Research.
- On the Schwab Mobile app, log in and select Markets.
- Access a variety of research providers and tools, such as Argus, CFRA, MarketEdge, Morningstar, Schwab Equity Ratings, and more.
Placing a trade
Multiple ways to make a trade
Multiple ways to trade.
Much of the web and mobile functionality you depend on is already here at Schwab—and more is on the way.
What to expect:
SnapTicket® is a streamlined trade ticket on the Schwab website that displays streaming market data and allows you to enter orders directly from nine key pages in your trading workflow.
- Find the SnapTicket on the right side of key the Schwab website pages. Just click to expand the SnapTicket and enter your order details.
The the Schwab website trade ticket has features designed to help you to quickly and efficiently build orders.
- Find the the Schwab website trade ticket under the Trade tab in the main menu on the Schwab website.
The Schwab Mobile app trade ticket has been redesigned for a more intuitive trading experience.
- Select Trade on the Schwab Mobile app menu.
Coming to Schwab by the end of 2023:
- SnapTicket: Multi-leg options; a Trade & Probability Calculator; add/delete options leg.
- The Schwab website trade ticket: Trade preferences; Quantity calculator enhancements; strategy chain link.
- Schwab Mobile app trade ticket: Ability to add/remove option legs; quantity & price pre-fill animation; strategy chains.
How to add an authorized user to an account
How to add an authorized user to an account
Upbeat music plays throughout
Video Introduction Plays
Narrator: Need to allow someone to view or trade or move money within one or more of your accounts?
Screen fades to Schwab Homepage
Narrator: Click Profile, and select Account Access.
Mouse clicks Profile, then clicks Account Access.
Narrator: To begin this process, click Give Account Access.
Mouse clicks Give Account Access.
Narrator: From this page, you can select the level of access you need to grant a third party. 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. Want to learn more about each of these access levels? Click Compare Access Levels for more detailed overview.
Mouse clicks on Compare Access Levels.
Narrator: Once you've determined the level of access you'd like to grant, click the card with the appropriate permissions to continue.
Mouse exits the Compare Access Levels window.
Mouse clicks on Full-trading authority.
Narrator: Next, select the financial account you want to give access to.
Mouse clicks on the financial account and clicks Continue.
Narrator: And finally, you'll need to provide information about the person you're giving access to. Required contact information includes full name, phone number and email.
Mouse clicks Continue.
Narrator: During this process, you'll need to provide contact details for the authorized third party, review your submission and finally review the authorization agreement.
Mouse clicks Continue and agrees to authorization agreement.
Mouse clicks Agree & Submit.
Narrator: As soon as you submit your request, you'll receive a confirmation message along with the required next steps. If you're the individual account holder, this means your authorized user will now receive an email link containing their portion of the enrollment process.
Screen transitions to Manage account access page.
Narrator: Alternatively, joint accounts will require that all additional account holders approve the request before continuing. Looking to change access? To do so, make your way to the accounts and roles section of the account access page. Here, you'll see a list of your accounts and users who have access to them. To begin making changes, choose the action you'd like to take found directly to the right of each user.
Mouse clicks on Change access and clicks Start application.
Narrator: For this example, we'll be changing access. You'll then be prompted with further instructions.
Mouse clicks Continue.
Narrator: In this case, we're asked to verify that we'd like to change access.
Mouse ticks the boxes, agreeing to authorization agreements and clicks Submit.
Narrator: Instructions may vary depending on the action you choose to take, but you'll always receive confirmation after completing the steps outlined. For joint accounts, some actions may require that additional account holders approve the change before continuing.
Video outro plays.
We've made granting access and authorizations on your account easier.
Schwab's Account Access tab makes it easy to grant access to your account so others can view account activity, trade, or move money and assets. You can also grant View Only digital access to account information, statements, and tax documents without the ability to trade or move money in and out of your account.
Additional resources to help you navigate Schwab.
Get to know the Schwab website and the Schwab Mobile app.
Review helpful guides and how-to videos to start getting familiar with Schwab before your move.
Learn about Schwab's trading platforms.
Whether you use thinkorswim®, the Schwab website, or the Schwab Mobile app, find what you need to trade and manage your account.