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2017-03-17
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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is delivery?
delivery refers to electronic delivery. Customers who sign up for delivery will receive their financial documents electronically rather than through U.S. mail. Financial documents include statements, trade confirmations, prospectuses, and other financial reports.
What does electronic delivery mean?
Electronic delivery (USED) allows the article or book chapter you have requested to be delivered directly to your desktop. This is the fastest method of delivery, but there are some restrictions you should be aware of when you make your choice:
How do I go paperless with Charles Schwab?
If yes: Go directly to our Paperless Enrollment Page at www.schwab.com/sa_gopaperless. If no: You have three options to obtain a Login ID and password. Select the option below that is most convenient for you. Ask your investment advisor to initiate on your behalf.
How do I go paperless Schwab?
After logging in to Schwab Alliance at https://www.schwab.com, hover over the Service tab at the top and then click on Paperless.
How do I find my Charles Schwab routing number?
You can find your routing and bank account number on the bottom of the checks connected to your checking account. The 9-digit routing number is on the bottom left of the check. The long series of digits beside it is your account number. Log into your Charles Schwab account portal online.
How do I find my Charles Schwab routing number online?
Go Online: Also, you can log into your bank account online. Head to the Accounts page, scroll to History, and then Statements and Reports. Click on your most recent statement to view your account and routing number. Call Customer Service: Call Charles Schwab at (800) 435-4000.
How do I find my Schwab account?
To access your statements online, log in to Schwab.com. Then, go to schwab.com/reports, or follow this path: Accounts > History > Statements and Reports. You can search for, view, and print documents from the past 10 years for both brokerage and Schwab Bank accounts.
How long does it take to get a check from Charles Schwab?
View your instant deposit confirmation, which will include a confirmation number. You'll also receive an email from Schwab within one to two days, with a final confirmation.
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