Schwab Mobile

**Schwab Mobile App User Guide** Welcome to the Schwab Mobile app, your gateway to managing your investments anytime, anywhere. This guide will help you navigate the app and utilize its features effectively to stay on top of your financial goals. ### 1. **Getting Started** **Download and Install the App:** - Visit the App Store or Google Play Store and search for "Schwab Mobile." - Download and install the app on your smartphone or tablet. **Log In or Register:** - Open the app and log in using your Schwab account credentials. - If you’re new to Schwab, follow the prompts to create an account and set up your login details. **Enable Biometric Login:** - For quicker access, enable biometric login (fingerprint or Face ID) during setup or later in the app settings. ### 2. **Navigating the App** **Home Screen Overview:** - After logging in, you’ll be taken to the home screen where you can view your account balances, recent transactions, and market news. - Use the menu at the bottom of the screen to access key features like "Accounts," "Trade," "Transfer," and "More." ### 3. **Managing Your Accounts** **View Account Details:** - Tap on the "Accounts" tab to view all your account balances, including non-Schwab accounts if linked. - Select any account to view detailed information, including transaction history, holdings, and performance. **Monitor Account Performance:** - Check your account’s performance by reviewing detailed charts and graphs available under each account. **Build and Monitor Watchlists:** - Create customized watchlists by selecting "Watchlists" from the menu. - Add stocks, ETFs, or other securities to your watchlist and monitor their performance in real-time. ### 4. **Placing Trades** **Buy and Sell Securities:** - Tap on the "Trade" tab to buy or sell stocks, ETFs, mutual funds, and options. - Enter the security symbol, choose your order type, specify the quantity, and confirm the trade. - You can view open orders, trade history, and manage your positions directly from the trading interface. **Options Trading:** - If you’re approved for options trading, access options by selecting the "Options" tab within the trading section. - Review the "Characteristics and Risks of Standardized Options" document to ensure you understand the risks involved. ### 5. **Transferring Money** **Transfer Funds:** - Tap on the "Transfer" tab to move money between your Schwab accounts or from external accounts. - You can link external accounts easily and transfer funds securely. **Mobile Check Deposit:** - Use the "Deposit" feature to deposit checks directly into your Schwab account by taking photos of the check with your smartphone. **Withdraw Funds:** - Withdraw money from your Schwab account to your linked external account using the "Transfer" feature. ### 6. **Staying Informed** **Access Market News:** - Tap on "News" to access the latest market updates, breaking news, and in-depth financial analysis. - Customize your news feed based on the securities and markets you’re interested in. **View Real-Time Quotes and Charts:** - Get real-time quotes and detailed charts by selecting any security from your account or watchlist. - Customize chart views to track performance over different time frames. ### 7. **Customizing Your Experience** **Personalize Your Dashboard:** - Customize your app layout by dragging and dropping modules on the home screen. - Organize your navigation based on the features you use most frequently. **Set Up Alerts:** - Set up alerts for price changes, account activity, and other important updates under the "More" section. ### 8. **Educational Resources** **Access Learning Materials:** - Explore videos, podcasts, and articles provided by Schwab’s investing experts in the "More" section. - Use these resources to enhance your understanding of the market and make informed decisions. ### 9. **Security and Support** **Manage Security Settings:** - Go to the "Settings" menu to manage your security preferences, including biometric login and account alerts. **Get Support:** - If you need assistance, visit the "Help" section within the app. - You can browse FAQs, access live chat, or contact Schwab’s customer service directly for help. ### 10. **Logging Out** **Log Out Securely:** - To log out, tap on the profile icon and select "Log Out." Ensure you log out after each session, especially if you’re using a shared device. With this guide, you’re ready to make the most of the Schwab Mobile app, managing your investments efficiently and securely. Whether you’re trading stocks, monitoring your portfolio, or accessing market news, Schwab Mobile empowers you to stay in control of your financial future.