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How to change your beneficiary on Schwab.com

Follow These Steps

1. Log into Charles Schwab (Click here to go to Charles Schwab)
2. Hover over “Service” in the upper left-handed corner.
3. Click on “Beneficiaries” from the drop down menu.
4. Once the page loads, select “Edit Account” under each account registration
5. From here, click “Edit” or “Remove” to edit beneficiary information and select “Portion” to edit the portion percentage.
6. Once edited or removed, click “Continue” in the bottom right-handed corner.
7. Add, edit, or remove any contingent beneficiaries before clicking “Continue” again.
8. Answer the additional option questions and click “Continue” once again.
9. Select “I agree” at the bottom of the page before clicking “Submit.”
10. You are good to go!

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