My Bank Accounts My Brokerage Accounts  
 
Select the Institution Name Enter Account Details Verification  
 
Add Investment Accounts
To set up your account immediately, include your login information for the Charles Schwab website below and click "Submit".

If you do not have your login information, set up this account via Trial Deposit
Charles Schwab Account Details (Required to set up the account)
Account Number
 (8 digits, no hyphens)
Re-enter Account Number
 
Can you write checks on your account?
Yes 
No (If No, only transfers into Charles Schwab Accounts are allowed)
Checking Number
 (Found on your checks, if you have checkwriting privileges. See below)
 
Re-enter Checking Number
 
Nickname (a description you assign to the account)
Login Details for Charles Schwab (Required for Verification)
Account Number / Login ID
 
http://www.xyzfinancial.com/login

Please verify that the url above is the url you use to access your account. If it is not the correct url please click the “Trial Deposit” button to verify your account.  
Password
 
 
  By clicking “Submit” you understand that we may verify your external account/identity using commercially-available databases containing information from public records, other financial institutions and consumer reporting agencies.  
(Some account types, especially IRAs, 401(k)s and custodial accounts have special tax implications and restrictions. At this time, these accounts are not allowed for use with this service)