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Schwab Access™

You can help meet your clients' various financial needs with Schwab Access.* Schwab Access allows your clients to manage their day-to-day expenses alongside their SchwabOne® investment account.

The Schwab Access Account package provides tools to manage personal cash for daily expenses. With Schwab BillPay™, an electronic bill payment service, payments can be electronically requested by nearly anyone in the United States. In addition, a Gold Visa® Debit Card is available with a Schwab Access account, and Schwab will rebate any ATM surcharges imposed by third-party institutions.


*Schwab Access is not a bank checking account, and it is not FDIC insured.


   

Highlights


Schwab Access and Schwab One Accounts

Investment Account

  • Securities trading

  • Daily money market sweep

  • Electronic fund transfer

  • Options & margin

Payment Account

  • Rebated ATM surcharges

  • Gold Visa Debit Card

  • Checkwriting

  • Electronic bill payment and distribution of funds

  • Imaged check copies

  • Emergency overdraft protection (limited to three times per quarter)

  • Daily money market sweep

  • Electronic fund transfer