Charles Schwab:

To register for an online account:

  • Click here

  • Click “New user?”

  • Enter the requested information and click “Continue” each time. Please contact me if you need help locating your account number.

To go paperless:

  • After logging in, click on “Profile” on the top right of the page

  • Click on “Paperless” from the dropdown menu

  • Click on “Enroll Eligible Accounts” OR click on “Enroll All” under each listed account.