Investing · change of address
How to change your address on Charles Schwab
To change your address on Charles Schwab: sign in, open the address settings page linked below, replace your old mailing (and billing) address, and save. It takes about five minutes once you’re signed in.
The short version
Go straight to the address settings: https://client.schwab.com/app/access/personalinformation
- Sign in and go to Profile → Personal information.
- Edit your address and save.
- Do it ahead of any planned transfers.
One Charles Schwab gotcha: Like most brokerages, Schwab may briefly restrict money movement after an address change as a fraud check.
Steps last generated August 19, 2026. Confirm onCharles Schwab’s own site — forms and menus change.
Worth knowing for investing accounts
- Brokerages mail tax documents (1099s) to the address on file — a stale address means missing tax season paperwork.
- Some address changes at brokerages trigger a short hold on outgoing transfers; do this early, not during a trade.
Also update these investing accounts
- How to change your address on Vanguard
- How to change your address on Fidelity
- How to change your address on Robinhood
- How to change your address on E*TRADE
- How to change your address on Merrill
- How to change your address on Coinbase
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