Transferring Accounts 

This page will provide you with helpful information about transferring external assets and accounts to Schwab. Click on a link below to view a specific article.

How to transfer assets into a Schwab account
To transfer outside assets to a Schwab account, use the guided workflow on Schwab Advisor Center to complete a Transfer of Account form and initiate the process.

How to transfer assets out of a Schwab account
To transfer assets out of a Schwab account, contact the receiving firm to determine the required documents and procedures. The receiving firm contacts Schwab to begin the process.

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