Move Money 

Browse our list of topics and articles to find the support you need for your cashiering and other Move Money questions.

Move Money Step-by-Step Guide
See how to use all the Move Money workflows with key tips and visuals, as well as advisor check deposit. This comprehensive guide also provides an overview of custody considerations and which security functions Schwab Advisor Center® login users will need to perform various money movement tasks.

Introduction to the Move Money tool
Use the Move Money tool on Schwab Advisor Center® to save valuable back-office staff time and process a wide range of money movement requests online. You can submit and view check, internal transfer, wire, and ACH (Schwab MoneyLink®) requests, and view status information quickly and easily.

How to create a standing authorization
Use the Move Money tool to create a standing authorization that enables your firm to take specific actions on the client's behalf. Standing authorizations save time and increase accuracy when the same instructions will be used repeatedly.

How to deposit funds using inbound wire transfers
Funds can be transferred from an account at another financial institution to your client’s Schwab account through wire transfers. To deposit wired funds into a Schwab account, provide the sending institution with the appropriate incoming wire information.

How to use the Move Money Import Transactions tool
Use the Move Money Import Transactions tool on Schwab Advisor Center® to submit a large number of transactions quickly and securely via CSV file upload. You can submit cash journal and check requests, and view information quickly and easily.

How to use the Schwab Advisor Center® mobile app
Features instructions to deposit checks online through Schwab Advisor Center® Mobile App into your clients’ brokerage accounts.

Related articles
Managed Account Cashiering
ACH Instructions 
Introduction to Schwab BillPay
How to set up Schwab BillPay