Founded in 1971, the Charles Schwab Corporation is one of the largest banks and brokerage firms in the United States. Much of its focus is on individuals and institutions who are investing online. As such, they take a simple approach when it comes to clients logging into their accounts. In the following article, you will discover various guides to the Charles Schwab mortgage account login process for use on a computer and a mobile device. Furthermore, you will learn about any customer support options that are available in case you encounter some technical difficulties when logging in.

Charles Schwab Mortgage Account Login Steps

You can refer to the following numbered steps to reach the Charles Schwab mortgage account login page:

  1. Visit the Charles Schwab mortgage webpage.
  2. In the top right corner, select Log In to open the dropdown menu.
  3. Near the bottom, click on Mortgage & HELOC.
  4. Enter your User Name and your Password.
  5. Select the orange Sign In link.

Bonus read: Charles Schwab Mortgage Rates

Charles Schwab Mobile Mortgage Account Login Steps

Rather than use your computer, you can also reach your account with a Smartphone or tablet. The process is slightly different since it is tailored to a mobile device. If you are unsure how to do so, follow the steps below:

  1. Bring up any web browser and search for Charles Schwab at
  2. Select the Log In link at the top of the page.
  3. Enter your Login ID and your Password.
  4. If desired, you can select the Remember Login ID box.
  5. Tap the green Log In button.

Charles Schwab Mobile Login Steps for Apple Users

You are also able to monitor your mortgage account through the company’s mobile app. For some users, the app may be quicker to use than the mobile web browser. You can view the steps to reach the app for both Apple and Android devices below.

  1. Download the Schwab Mobile app from the App Store.
  2. Locate the blue icon to launch the app.
  3. Enter your Login ID and Password.
  4. As an option, you can select Remember Login ID.
  5. Select the green Log In button.
  6. Alternatively, you can sign in with Face ID.

Charles Schwab Mobile Login Steps for Android Users

  1. From the Google Play Store, install the Schwab Mobile app.
  2. Find the blue icon for the app and launch it.
  3. Type in your Login ID and Password.
  4. You have the option to choose Remember Login ID.
  5. Tap the green Log In button.
  6. For a more secure access, you can login with Fingerprint.

Customer Support & Useful Links

Even though the process for reaching your mortgage account online can be done using the steps above, there is a chance you can experience login problems. No matter, there are a number of options you can use to resolve any complication that comes up:

  • If you are having issues with logging in, one of the problems could be entering the wrong information. There is help available to reset your sign in information if need be.
  • For those of you who like speaking to someone to resolve problems instead, you can reach out to a Client Advocate at (800) 279-3005. They are available Mon-Fri 8AM-9PM ET and Sat 8AM-4PM ET.
  • You can also send an email to a Client Advocate to explain any problems you may be having. Their address is


To wrap up, the Charles Schwab mortgage account login process is made to be basic so clients can readily reach and manage their accounts. There is help available, including a number that can be reached weekly if you have any issues. However, with the above guidelines, you should be able to easily log into your mortgage account.