How do I change my name with Charles Schwab?

Who to update · Investing & retirement

How to change your name with Charles Schwab

Married or divorced and updating your accounts? Here's how Charles Schwab takes a name change, from its own help page.

HowOnline

By mailNo: use their steps

Charles Schwab's steps

Download the Change Your Legal Name form, fill it in, and upload it with your certified certificate or decree through the Message Center.

Open Charles Schwab's page

Have these ready

A copy of your marriage certificate, divorce decree or court order (most companies ask for one).
Your updated driver's license or ID, if you have it. Social Security comes first, then the DMV.
Your account number, and the name the account is in now.

Let Sasha handle the letters

Sasha writes and signs your name change letter for Charles Schwab and every other company on your list, with your certificate attached. It also keeps track of who's done. The checklist is free.

See how Sasha works

More investing & retirement

Checked against Charles Schwab's own page in October 2026. Companies change their process; confirm on their site or by phone before you send anything. Sasha isn't affiliated with Charles Schwab.