The Do-It-Yourself Checklist: Account Set Up
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How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.

How to Set Up Direct Deposit
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The best way to ensure that you save and invest is to automate the process.

How to Rollover Your 401(k) into a Schwab Institutional Intelligent Portfolio with Marotta Wealth Management
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Be very careful filling out these forms and be sure to ask for help if you need it.

Can I Update My Beneficiaries Online?
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Yes, but if you have complex wishes, you should utilize paperwork.

Charles Schwab: How to Fund Your Account with a Check
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If you are doing a one-time funding from another account, sometimes the lowest tech option can be the easiest.

Manage All Your Family’s Finances with a Power of Attorney
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Instead of having to nag your spouse to sign paperwork or login online to accomplish these tags, you can manage all of your family’s finances by setting up a power of attorney.

Charles Schwab: How to Order More Checks or Deposit Slips
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With Schwab Bank, any time you need more checks or deposit slips you can simply request them for free.

Gain Clarity with Schwab’s Account Nicknames
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Adding nicknames such as these can help immensely when it comes time to do basic tasks such as Roth IRA funding or withdrawing funds.

How to Show Your IRA on Your Spouse’s Schwab Login
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By default, your Schwab login will only display your own accounts.

Transfer an Existing Account to Schwab Institutional Intelligent Portfolios with Marotta Wealth Management
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There are two ways to transfer your account to a Schwab Institutional Intelligent Portfolios with Marotta Wealth Management.

Move Funds Between Your Bank Account and Your Schwab Account
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In order to move funds between a non-Schwab account (external account) and your Schwab account, you simply need to establish what is called a MoneyLink.

Streamline Your Finances with Schwab Checking
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This Schwab checking account provides six impressive services not true for most local banks.

How to Send Schwab Notifications to Two Emails
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A little extra work can ensure that both spouses receive important email notifications from their custodian.

How To Designate Charitable Gifts In Your Schwab Donor Advised Account
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Schwab Charitable Donor Advised Funds make the gifting process easier.

Schwab VeriSign Security Measures
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As well as general online security, which includes a unique user name and password, and a system which locks you out if you guess the combination more than twice, Schwab has several optional verification methods.

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