Charles Schwab

To verify your profits, you can send us a copy of your realized gain/loss report:



To verify you're the owner of the broker account, you'll also want to send us an image of a statement from Charles Schwab with your full name and the last 4 digits of your account number visible. See image below for an example:


Depending on the type of account you have with Charles Schwab, you may be able to display proof of account ownership from the same report you submit for profit verification. See example image of an IRA account with Charles Schwab below:

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