Welcome! In this post, I’ll walk you through everything you need to know to access your Schwab retirement account online.
Overview of Schwab Retirement Services
Charles Schwab Corporation offers retirement planning, banking, investing, and other financial services through its subsidiaries like Charles Schwab Bank and Charles Schwab & Co.
Some key things to know:
- Highly rated for customer service by Forbes and others
- Leading provider of online brokerage services
- Offers banking, wealth management, and financial advisory services
- Founded in 1971 by Charles R. Schwab
Now let’s look at how you can access your Schwab retirement account.
Logging In to Your Schwab Retirement Account at workplace.schwab.com.
To log in, go to the Schwab Retirement login page at workplace.schwab.com. Then enter your:
- Login ID: Your username
- Password: Your account password
Once entered, click Log In.
To access the Schwab site and login page, you’ll need:
- An updated web browser
- A device that supports Internet Explorer, like a PC or smartphone
- Valid Schwab login credentials
Trouble Logging In?
If you have trouble with any part of the login process, here are some tips that may help:
|Forgot your password
|Click the “Forgot password?” link on the login page and follow instructions to reset it. Or call 1-800-724-7526.
|Forgot your Login ID
|Follow the “Forgot Login ID?” process or call for help at 1-800-724-7526.
Registering for an Account
If this is your first time accessing Schwab’s platform, you’ll need to register for an account first. Here’s how to sign up:
- Go to workplace.schwab.com and click New User? Join Now.
- The registration page will appear – fill in your:
- Social Security Number
- Date of birth
- Home email address
- ZIP code
- Last name and suffix, if applicable
- Double check all details entered are correct.
- Click Continue to complete registration.
Be sure all information you enter upon registration is accurate, as this will be linked to your official retirement account.
Who to Contact If You Need Help
If you have any other troubles accessing your Schwab Retirement account that these instructions don’t address, you can reach out for further assistance:
- Technical Support: Call 1.800.724.7526
- Schwab Retirement Login Site: workplace.schwab.com
- Email: [email protected]
- General Information: 877.319.2782
I hope you found this step-by-step guide valuable in learning how to access your Schwab retirement account online! Let me know if you have any other questions.