How to Link Accounts and Transfer Money into Charles Schwab video thumbnail
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S00B – CS | How to Link Accounts and
Transfer Money Into Your Charles Schwab Brokerage Account?

Learn how to connect your bank or another brokerage to Charles Schwab and move money into your account the right way.

This video walks you through:

  • Linking an external bank account
  • Setting up transfers (ACH and other options)
  • Checking transfer status and common delays
  • Tips so the first deposit actually goes through

Follow along on the Schwab website or mobile app. Processes can change, so always confirm the latest steps inside your own account.

 

How to Link Accounts and Transfer Money video thumbnail

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Once your account is linked, transfers typically post within a few business days depending on the method you choose — this video shows exactly where to check status so you’re never left guessing when your funds will be ready to trade.