Changing your name with Charles Schwab
What Charles Schwab requires, transcribed from its own help page and last checked on 25 July 2026.
Charles Schwab requires a completed ‘Change Your Legal Name’ form with supporting documentation, submitted through the Message Center, at a branch, or by fax.
Charles Schwab handles this online, in branch or by secure message.
You will need: the completed ‘Change Your Legal Name’ form.
Do the government agencies first — most companies ask for photo ID in your new name, which means your license has to be done already.
What Charles Schwab asks for
| What | Value | Source | Checked |
|---|---|---|---|
| How | Online · In branch · Secure message | Change Your Legal Name — Charles Schwab | |
| Documents | The completed ‘Change Your Legal Name’ form; Supporting documentation for the reason for the change | Change Your Legal Name — Charles Schwab |
What to have ready
- The completed ‘Change Your Legal Name’ form
- Supporting documentation for the reason for the change
How to do it
- Open Update Account Features & Services and choose ‘Change Your Legal Name’ to reach the form.
- Upload the completed form with copies of the supporting documentation through the Message Center, then send.
- Or bring the completed form and documents to a Schwab branch.
- Or fax the form and documents to 1-888-526-7252.
- Schwab reviews the documentation and confirms once the change is complete.
The details that catch people out
- Schwab updates all associated accounts once the documentation is approved.
Check us
Everything on this page comes from Charles Schwab’s own published guidance. Company policies change without notice, so the link below is the authority and this page is a transcription of it.
Change Your Legal Name — Charles Schwab
Last checked .
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