New Video Guide: Master Your Schwab Account in Minutes

We’re excited to share a new step-by-step video guide designed to help you feel confident navigating your Schwab account. Whether you’re logging in for the first time or just need a quick refresher, this walkthrough highlights exactly where to find the tools and information you need.

In the video, you’ll learn how to:

• Sign in for the first time
• Reset your password
• Update your personal information
• Review or modify beneficiaries

While the video focuses on the essentials, here are a few additional features you may find helpful inside your Schwab account:

• Viewing statements and tax documents
• Checking account balances and performance details
• Setting up notifications or alerts
• Updating communication preferences (email delivery, paperless settings)
• Reviewing account activity (recent transactions, contributions, and transfers)

If you ever need extra guidance or have questions about anything you see in the video, your team at Oasis is always here to help. Please don’t hesitate to reach out.