How to Switch to Paperless Delivery at Schwab

Corenna Roozeboom Life with Money

Are you still receiving paper statements or documents from Schwab? Here is how to switch to paperless delivery at Schwab in just a few steps.

  1. Log in to your Schwab account at SchwabAlliance.com. Log in to Schwab Alliance
  2. Click on the Profile tab in the top right corner, then select Paperless from the drop-down menu. Paperless Delivery Drop-Down
  3. Click Enroll Eligible Accounts to switch to paperless delivery for all eligible accounts and documents. How to Switch to Paperless Delivery at Schwab
  4. Or, scroll to individual accounts to set unique preferences. Click the pencil to edit your email address. Paperless Settings for Individual Accounts at Schwab
  5. Click Save.

As always, we’re happy to answer client questions. If you need assistance, our Client Services team will gladly help you switch to paperless delivery at Schwab.