How to Go Paperless on Charles Schwab
This article will give you step-by-step instructions on how you can enroll for paperless statements for your Schwab brokerage account.
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- Open the Charles Schwab website at www.schwab.com, and then Log in to your Schwab account. Once logged in, tap on the tab which says Service at the top of the screen.
- Once you have clicked on Service, you will see a tab that says Paperless.
- Tap on Paperless.
- Once you click on Paperless, you will see the Paperless Preferences screen. You will also see the section which says Document Type. Select the documents you want to go paperless by putting a checkmark on whichever documents you would like to be paperless.
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