Anyway to get Text Alerts when Money is Transferred on Schwab?
Anyway to get Text Alerts when Money is Transferred on Schwab?
Anyway to get Text Alerts when Money is Transferred on Schwab?
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Re: Anyway to get Text Alerts when Money is Transferred on Schwab?
On the web interface, for your Account (click on the person icon left of Logout) then Alert Settings
> Under Alert Delivery Methods set as you like including phone number for text messages
> Under Profile & Security make sure Deposits & Transfers enabled for Text Message
> Under Alert Delivery Methods set as you like including phone number for text messages
> Under Profile & Security make sure Deposits & Transfers enabled for Text Message
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Re: Anyway to get Text Alerts when Money is Transferred on Schwab?
Booogle
Thanks for the info!
I had everything set correctly but I never verified my phone number! Oops!
Thanks for the info!
I had everything set correctly but I never verified my phone number! Oops!
Retired DBA (Database Administrator)
Re: Anyway to get Text Alerts when Money is Transferred on Schwab?
As a related question, is there any way to get an alert when one of my Schwab holdings pays a dividend?
It's annoying to log into my Schwab account and see a large cash balance just sitting there because of a dividend payment I didn't know about. For various reasons, I now log into my Schwab account more or less weekly so the cash won't sit there for long, but I'd love an alert.
It's annoying to log into my Schwab account and see a large cash balance just sitting there because of a dividend payment I didn't know about. For various reasons, I now log into my Schwab account more or less weekly so the cash won't sit there for long, but I'd love an alert.
Re: Anyway to get Text Alerts when Money is Transferred on Schwab?
If you contact them and request they add one, they might. I did it with Fidelity and they actually added an alert a few weeks later.FedGuy wrote: ↑Sat Sep 23, 2023 12:49 pm As a related question, is there any way to get an alert when one of my Schwab holdings pays a dividend?
It's annoying to log into my Schwab account and see a large cash balance just sitting there because of a dividend payment I didn't know about. For various reasons, I now log into my Schwab account more or less weekly so the cash won't sit there for long, but I'd love an alert.
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Re: Anyway to get Text Alerts when Money is Transferred on Schwab?
We have a schedule of our investment that pay divis that are not reinvested and track them that way so the cash isn't idling at near zero rates.
Re: Anyway to get Text Alerts when Money is Transferred on Schwab?
I'm not getting any Text messages when I buy shares of a mutual fund.
I'm pretty sure I have every alert on.
Number is verified.
I'm pretty sure I have every alert on.
Number is verified.
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Re: Anyway to get Text Alerts when Money is Transferred on Schwab?
There's two places to set alerts. Look at Profile --> Alerts (not Alert Settings) and see if 'Trade Notifications' is checked. And check your 'delivery options' in the beige bar above that.
- ThereAreNoGurus
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Re: Anyway to get Text Alerts when Money is Transferred on Schwab?
Doing a search returned this two results. (I don't know whether they are accurate):FedGuy wrote: ↑Sat Sep 23, 2023 12:49 pm As a related question, is there any way to get an alert when one of my Schwab holdings pays a dividend?
It's annoying to log into my Schwab account and see a large cash balance just sitting there because of a dividend payment I didn't know about. For various reasons, I now log into my Schwab account more or less weekly so the cash won't sit there for long, but I'd love an alert.
https://help.streetsmart.schwab.com/SSC ... Alerts.htm
https://www.schwab.com/learn/story/set- ... -portfolio
Trade the news and you will lose.
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Re: Anyway to get Text Alerts when Money is Transferred on Schwab?
Not what you asked, but you can set up a standing transfer order so that dividends/interest is automatically sent to a bank account.FedGuy wrote: ↑Sat Sep 23, 2023 12:49 pm As a related question, is there any way to get an alert when one of my Schwab holdings pays a dividend?
It's annoying to log into my Schwab account and see a large cash balance just sitting there because of a dividend payment I didn't know about. For various reasons, I now log into my Schwab account more or less weekly so the cash won't sit there for long, but I'd love an alert.
If that bank account gets activity alerts, then that is one roundabout way to get notification of dividend/interest payments.
Most experiences are better imagined.
Re: Anyway to get Text Alerts when Money is Transferred on Schwab?
Thanks for the advice, everyone!