How to change your address on Charles Schwab

InvestingChecked July 11, 20263 steps

Short answer

Sign in to Charles Schwab, open the profile or contact section, replace your mailing address and save.

Open Charles Schwab’s address page

Steps

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.

Menus change, so confirm on Charles Schwab’s site.

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.

VanguardChange your address FidelityChange your address RobinhoodChange your address E*TRADEChange your address MerrillChange your address CoinbaseChange your address

All address-change guides Who to notify when you move