Follow These Steps
- Log into Charles Schwab
- Hover over “Service” in the upper left-handed corner.
- Click on “Trusted Contact” from the drop-down menu.
- Once the page loads, select “Add Trusted Contact.”
- From here, populate as much as you can on the page that appears.
- Once filled out, click “Save” in the bottom right-handed corner.
- You are good to go!