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​How to Add a Bank Account to Charles Schwab

​How to Add a Bank Account to Charles Schwab

  • ​Open Schwab app on your iPhone and tap on Log In at the top right corner of the screen.
  • Enter your log in ID and password and then tap on Log In.
  • On the next screen, you will see an option for Transfer. Tap on Transfer.
  • You will see a tab on the transfer screen that says External Accounts at the top right corner of the screen.
  • Tap on External Accounts.
  • Once you have tapped on External Accounts, tap on Add Account at the very bottom.
  • Go through the Terms and Conditions, and then tap on Select Account at the bottom.
  • On this screen, enter your brokerage account by tapping on it. 
  • Once you have selected your brokerage account, you have to agree with all the terms and conditions by putting a checkmark on the assigned tab for it, then tap on Continue.
  • Once you tap on Continue, select your financial institution by tapping on your specific financial institution.
  • Once you select your financial institution, you may be asked for your user ID and password for that particular institution.
  • Enter your user ID and password​. 
  • You may be sent a code through your mobile number, depending on your financial institution. Select the delivery method by tapping on the tab which says Delivery method, and then Continue.
  • On the screen, enter the code you have received through your mobile number, and then tap on Continue. 
  • Once you tap on Continue, you should be able to see your bank account on the screen. Once you select your bank account, again tap on Continue.

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