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