Brokerage
Change your name with Charles Schwab
What Charles Schwab says on its own site about changing your name, checked September 2026. Its page controls if anything differs.
How Charles Schwab says to do it
- Online: Its how-to page is a video transcript (the page footer shows 2022). It walks through choosing Change Your Legal Name under Forms for your Accounts, saving the form, and uploading it with your supporting documents through the Message Center. The transcript does not mention signing in.
Documents it mentions
- The Change Your Legal Name form, noting which type of supporting documentation you will include (its walkthrough picks a marriage certificate as the example)
- Copies of your supporting documentation
“you'll need to submit a form.”
Sources
NameWright is not affiliated with Charles Schwab, and Charles Schwabis a trademark of its owner. This page summarizes what the company's own site said when we checked (September 2026); the company's page controls and can change. We prepare your paperwork, you file it. This is not legal advice.
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