How to Get Started With Your Charles Schwab Brokerage Account

Published on April 18, 2021

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Getting started with the basics of the Charles Schwab Brokerage Account doesn’t have to be complicated!

Today, I show you how to get started with the Charles Schwab Brokerage Account by covering and explaining several of the optional account features you’re offered when signing up for your Charles Schwab account, show you how to trade your first stock on the Charles Schwab platform, and get you started with the basics.

Please note, this video is geared towards beginner investors who have never used the Charles Schwab platform. Attempting to cover every feature in-depth in this video would be nearly impossible without making this into a full-on movie. I cover limit and market order trades in this video, as well as briefly cover the topics of options trading, margin trading, and futures trading. These topics are not covered in-depth, but make sure to stay tuned by subscribing if you would like to see future, more in-depth videos covering these topics.

The Charles Schwab Brokerage account is a GREAT account for a range of investors no matter the skill, knowledge, or experience.

Make sure to drop any of your questions in the comment section below as I’m more than happy to answer any you may have.

Don’t forget to like this video if you found it useful and subscribe for more personal finance-related videos that affect you, your wallet, and your future.

Thank you so much for watching, and if you have any questions or comments about the Charles Schwab Brokerage Account, make sure to drop a comment below!!


By using the links below, I may receive a small reward. This comes at no cost to you and helps support the channel. 🙂


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Earn $100 up to $500 depending on how much you deposit when you signup for a Charles Schwab Brokerage Account as a new Schwab client using my link:



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Disclaimer: All content in this video is for entertainment purposes only and by no means legal, investment, financial, or any other type of legal advice. All actions taken by the viewer based on the content in this video is solely their responsibility. I am not a financial advisor.

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For those investors with a Charles Schwab account, this is an even much better deal than the Merrill credit card. It offer an outstanding 2% cash back on all purchases. There is no yearly charge for this Visa Signature card, but in order to certify, you will naturally require to have a Charles Schwab account. I was not able to find any paperwork online about exactly which accounts qualify, so I called their consumer service to discover. They stated that any Schwab account with an 8 digit account number will certify – which you need to get with many retirement or brokerage accounts. Another good features: the built up cash back is transferred into your account every month, rather than simply at year end.

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The very best recommendations that I can offer you is don’t do what I did! Now I am definitely a little scared of sending checks to brokers. I finally did it though and my money is safe with Charles Schwab. Also I found this evaluation blog site that assisted me a fair bit with my stock trading so I can get back the $5,000.00 that I lost!

So I have actually come to the following conclusion. Really pump it up and have an excellent time with it. It does not matter who the Joneses are, if you have monetary problems stop keeping up with them.

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