Change your Contact Info at Schwab

Follow These Steps

1. Log into Charles Schwab
2. Select the “Profile” icon in the top-right hand corner.
3. From the drop-down menu, select “Contact Information.”
4. On this page, click the “Edit” button next to each piece of contact information to update, change, remove, etc.
5. Once you have edited, click the green “Save” button in the lower right-handed corner.
6. You are good to go! We will be notified by Schwab and update your information in our systems.