View Your Monthly Brokerage Statements in Schwab App
In this article, we will give you easy to follow instructions on how you can view your Schwab monthly brokerage statements using the Schwab app.
- Open the Schwab app on your iPhone and top on Log In at the top right corner of the screen.
- On the screen, enter your user ID and password, and then tap on Log In.
- Once you are logged in, tap on your brokerage account.
- Once you tap on your brokerage account, scroll to the right of the screen where you will see a tab which says History.
- Tap on History.
- Under History, tap on View Statements & Reports.
- On the screen, you will see your monthly statements. Tap on the particular monthly statement you would like to view.
- Once you select which monthly statement you want to view, you should see the monthly statement for that particular month.