First Time Activation Tutorial

Today I will walk you through the process of activating your online Charles Schwab portal, setting up security features, and navigating your dashboard to view all your accounts. This will give you complete access and control over your financial investments. Let's get started.

First, you will receive an activation email from Charles Schwab. If you don't see it in your inbox, check your spam folder.

After clicking on the activation link, you will be directed to a secure Charles Schwab login page. Click on the New User and then it will prompt you to add your personal information such as date of birth, phone number, last four digits of your Social Security or tax identification, and zip code. Select the delivery method to receive your access code.

And please note, for added security Charles Schwab uses two factor authentication. Once your identity is verified, you will be directed to your Dashboard. Here you can view all your accounts in one place. The dashboard provides a summary of your account balances, transactions, and investment performance and statements. If you click on your Profile tab, you will be able to update your contact information, add trusted contacts to your accounts, update beneficiaries, and give account access to authorized individuals.

We will review that process a little deeper in a separate video. If you have any questions or need further assistance, please give us a call at (281) 822-1350. Be sure to check out all of our tutorial videos for a deeper look into several most commonly used features on the Charles Schwab Portal.