If you have an IRA you can manage your accounts through Charles Schwab’s online services. This company helps you find out what to do with your retirement money wherever you are using your online account.
Step 1: Check your letter from Charles Schwab for your PIN for you to access your schwab client login account. You can also get your pin by calling SchwabPlan Participant Services at 800-724-7526.
Step 2: To open your schwab login account, visit www.schwabplan.com. You will be able to move to the www.schwab.com login page. This is the only secure way to sign into your Charles schwab log in online account online.
Step 3: When you are in the schwab.com login page, enter your user ID and PIN. If you will be accessing your account for the first time enter your Social Security number in the space for the user ID field. When logging in this manner, you will have to set your user ID.