Charles Schwab: How to Order More Checks or Deposit Slips

with No Comments
2022 Schwab Changes

As of 2022, Schwab Bank has outsourced their check ordering to a different third party. You can read the new instructions for the ordering process with our article “Charles Schwab: How to Order More Checks or Deposit Slips (2022 Update).”

In addition to our “Comprehensive” and “Collaborative” service levels, we also offer some of our services in a “Do-It-Yourself” service level that has a lower annual fee and no minimum. Basic services include asset allocation design and portfolio management using Schwab’s Institutional Intelligent Portfolios, an automated investment management platform. Some additional services are available for an additional charge.

A lot of banks offer the first checkbook free and then charge you for future books ordered. Some banks allow you to come in and have a sheet of checks printed for free, leaving you either to purchase a checkbook or continually ask them to print another sheet.

With Schwab Bank though, any time you need more checks or deposit slips you can simply request them, and they will send a box filled with multiple new checkbooks or slips to your house. This is one of the many features Schwab checking offers.

You can request either by phone or by logging in to the Schwab Client Center.

Here are the instructions for ordering checks or deposit slips online.

Once logged in, click on the “Service” tab, then on “Account Settings.”

After picking the relevant Schwab Bank account from the drop down menu, click on “Order checks or deposit slips and envelopes.”

In the window that opens, you can make your selections as you desire.

Happy banking!

Photo by Kari Shea on Unsplash

Follow Megan Russell:

Chief Operating Officer, CFP®, APMA®

Megan Russell has worked with Marotta Wealth Management most of her life. She loves to find ways to make the complexities of financial planning accessible to everyone. She is the author of over 800 financial articles and is known for her expertise on tax planning.

Latest posts from