We use Charles Schwab as our primary custodian for both our “Do-It-Yourself” service level and our “Comprehensive” service level.
I think my second favorite feature of Charles Schwab’s banking service is their debit cards.
To avoid a higher trading fee at Schwab, it is in your best interest to turn on paperless delivery for everything that you can.
Luckily, you can update your address online. Unfortunately, it is not as straightforward as the average investor suspects it will be.
Schwab used to have a streamlined service for ordering more checks. Now as of 2019, they have outsourced their check ordering to a third party.
What ever happened to that check? Here’s how to find out if it a Schwab check you wrote has been cashed by the recipient.
For those who are doing it themselves, this page can help you satisfy this important IRS requirement.
Many of us are anxious about paying our bills on time, but using payment aids like Schwab Bill Pay can help alleviate some of that anxiety.
Here is a clear guide on how to transfer funds between your Schwab accounts.
Schwab’s presentation is designed to show a real time accounting of your portfolio’s value. It is not designed to report on your portfolio’s performance.
How to go from where you are now to being one of our clients under our “Do-It-Yourself” service level.
The best way to ensure that you save and invest is to automate the process.
Be very careful filling out these forms and be sure to ask for help if you need it.
Yes, but if you have complex wishes, you should utilize paperwork.
If you are doing a one-time funding from another account, sometimes the lowest tech option can be the easiest.
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.
With Schwab Bank, any time you need more checks or deposit slips you can simply request them for free.
Adding nicknames such as these can help immensely when it comes time to do basic tasks such as Roth IRA funding or withdrawing funds.
By default, your Schwab login will only display your own accounts.
There are two ways to transfer your account to a Schwab Institutional Intelligent Portfolios with Marotta Wealth Management.
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.
This Schwab checking account provides six impressive services not true for most local banks.
A little extra work can ensure that both spouses receive important email notifications from their custodian.
Schwab Charitable Donor Advised Funds make the gifting process easier.
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.