Accounts Customization

Click the link at the top of the window to open the Configuration panel.



Accounts Settings


Use this window to assign a nickname to each account available for trading in┬«. If you have several Schwab accounts, using an account nickname can help you more easily recognize  which one you're working in (for example, "My Retirement").

Once you have created nicknames for your accounts, both the nicknames and the account number will display within and on account printouts.

  1. Click on the account you wish to name/rename.
  2. Click Rename and enter a name for the account.
  3. Click Rename to save the new nickname.

Restore Defaults

Click to delete all assigned nicknames for your accounts. Deleting nicknames returns to the display of account numbers only.


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