How Do I Setup Two Factor Authorization on My Charles Schwab Account?

With more people turning to online financial account management, having two-factor authorization on your Charles Schwab account is one way to protect your assets. You can set it up in minutes by logging into your account and requesting the unique six-digit code be sent to you via text or by using an app.

Adam Goldkamp is the editor / author responsible for this content.
Oct 3, 2022

When it comes to your investment accounts, you cannot be too cautious regarding access. Your financial account at Charles Schwab can be protected by having a strong password and security questions, but you can add another layer or protection by setting up two-factor authentication. How do you set up two-factor authorization on your Charles Schwab account? You can learn more about account security by contacting customer support here, and below is more information on adding this feature to your account.

Understanding Two-Factor Authorization or Authentication

Two-factor authorization (sometimes called two-factor authentication) uses an external method such as a cell phone number or email address to send a unique six-digit code or token to the account holder. This token must be entered during login to verify identity.

Setting Up Two-Factor Protection

To add this protection to your Charles Schwab account, follow the steps outlined here. Once you've completed the process, your account will be more secure.

  1. Open the Charles Schwab website in your browser.
  2. Log into your account.
  3. Click on "Service" tab.
  4. Select.
  5. Click "Two-Step Verification."
  6. Choose "Always at Login" to ensure you are prompted each time you log into your account.
  7. Pick how you want to receive your security token. This can be sent via text or through the Symantec VIP app.
  8. Select "Continue" to complete the process.

Additional Information About Charles Schwab Two-Factor Verification

When the system sends you a verification code, it is only valid for 30 seconds. If you have difficulty with the code or logging in, you can call customer support here for assistance. If you bypass the security code on the login page, it will be asked on a following page before you are granted access to the account.

Your two-factor verification will work anywhere in the world, so if you are traveling and need to log into your Charles Schwab account, you will be able to do so. If you misplace your mobile device or physical token, you should call customer support here immediately to lock your account.

Setting up two-factor authorization is only one way to protect your account. For more information on Charles Schwab account security features, contact customer support here.

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