As accounts have transitioned from TD Ameritrade to Schwab, familiarizing yourself with Schwab's website can make your monitoring easier. Here are some tips to maximize the features now available through Schwab's platform.
Customize Your View
If the standard account names are causing confusion, you can easily change them. Navigate to the Account Groups section by clicking on the Profile icon and selecting it from the dropdown menu. Here, you can add and edit account nicknames and group accounts together for better organization.
Schwab App
Download the app for quick and easy access to view your accounts. Our favorite feature? The app makes it easy to deposit checks without running to the bank or Bluestem’s office with the mobile deposit feature.
Granting Account Access
Want to give your spouse access to your Schwab accounts through their login? It’s simple! Click on the Profile icon and select Account Access from the dropdown menu. This will take you to the Account Access page where you can initiate the process by clicking on the green button. If you encounter any difficulties, reach out to us, and we can prepare a form for you to sign instead.
Go Paperless
Missed an email from us to sign account paperwork? Most documents requiring a signature or approval can be accessed conveniently in the Message Center. Look for this icon on the Schwab website:
Reduce clutter and environmental impact by going paperless. Whether through the app or website, it's easy to update your preferences. Simply click on the Profile icon, select the paperless option from the dropdown menu, and make the switch.
