Anyway to get Text Alerts when Money is Transferred on Schwab?

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Topic Author
Booogle
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Joined: Wed Nov 09, 2016 2:57 pm

Anyway to get Text Alerts when Money is Transferred on Schwab?

Post by Booogle »

Anyway to get Text Alerts when Money is Transferred on Schwab?
LookinAround
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Location: Chicagoland

Re: Anyway to get Text Alerts when Money is Transferred on Schwab?

Post by LookinAround »

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
RetiredDBA
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Location: Chicago Suburbs

Re: Anyway to get Text Alerts when Money is Transferred on Schwab?

Post by RetiredDBA »

Booogle

Thanks for the info!

I had everything set correctly but I never verified my phone number! Oops!
Retired DBA (Database Administrator)
FedGuy
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Re: Anyway to get Text Alerts when Money is Transferred on Schwab?

Post by FedGuy »

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.
nalor511
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Re: Anyway to get Text Alerts when Money is Transferred on Schwab?

Post by nalor511 »

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 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.
MrPolpetteConSugo
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Joined: Sun Mar 26, 2023 8:32 pm

Re: Anyway to get Text Alerts when Money is Transferred on Schwab?

Post by MrPolpetteConSugo »

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.
Topic Author
Booogle
Posts: 566
Joined: Wed Nov 09, 2016 2:57 pm

Re: Anyway to get Text Alerts when Money is Transferred on Schwab?

Post by Booogle »

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.
BogleTaxPro
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Re: Anyway to get Text Alerts when Money is Transferred on Schwab?

Post by BogleTaxPro »

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.
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ThereAreNoGurus
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Re: Anyway to get Text Alerts when Money is Transferred on Schwab?

Post by ThereAreNoGurus »

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.
Doing a search returned this two results. (I don't know whether they are accurate):

https://help.streetsmart.schwab.com/SSC ... Alerts.htm
https://www.schwab.com/learn/story/set- ... -portfolio
Trade the news and you will lose.
Random Poster
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Re: Anyway to get Text Alerts when Money is Transferred on Schwab?

Post by Random Poster »

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.
Not what you asked, but you can set up a standing transfer order so that dividends/interest is automatically sent to a bank account.

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.
FedGuy
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Re: Anyway to get Text Alerts when Money is Transferred on Schwab?

Post by FedGuy »

Thanks for the advice, everyone!
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