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How To Enroll In Schwab Paperless Statements

This guide provides a straightforward process for enrolling in paperless statements with Charles Schwab, making it easy to manage and access your account documents digitally. By opting for paperless delivery, you can streamline your financial management, reduce clutter, and choose preferences for individual accounts.

1. Log in to your Charles Schwab account and select Profile in the upper right.

Then, select the Paperless menu.

2. To easily enroll all accounts, click “Enroll Eligible Accounts”

3. If you would like to select different preferences for individual accounts or want some documents by mail and others by email, scroll down to each account and make appropriate selections.

Tip: Don’t forget to save your changes!

Alert: Do you have 529 accounts and want to enable paperless statements? See this guide on how to enroll in paperless document delivery for your 529 Education Savings Plan account.

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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

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