This guide provides a straightforward walkthrough for changing delivery preferences on a Schwab 529 account, ensuring you receive important documents in your preferred format. By following these steps, you can easily manage your account communications, making it more convenient to stay informed about your educational savings. Whether you prefer digital or paper notifications, this guide helps streamline your account management process.
1. Log in to your Charles Schwab online account. Click on Accounts and then select “Summary” to see the list of your accounts.
2. Look for your 529 Plan account in the list and click “Education” to open the 529 Plan view.
3. In the new window, click “View profile and documents”
4. Next, select “Delivery Preferences”.
5. Click “Edit Delivery Preferences”
6. Select the appropriate option for quarterly statements and agreement updates, transaction and profile confirmations, and tax forms.
7. Click “Next”
8. The final page allows you to review your changes before you complete the update. Click “Submit” to finalize your changes.
9. Click “Done”
When your wealth carries complexity, your advisory relationship should carry clarity.