Send a check or money order issued in usd to the following address. To begin roll over the accounts tab and click online transfer.
Charles schwab schwab is a name that needs no introduction to the investing industry.
How to transfer money to charles schwab brokerage account. Please use a separate form for each originating account. Next select accounts for the from and to dropdown lists. Or the payee on the check should be the same as the name s on your schwab account make sure that you endorse the check for deposit only as well as writing your schwab account number on the back of the check.
If address and zip code are required use. On line funds transfer is then quick and easy. To see if your account is eligible for online transfers go to.
The check should be payable to charles schwab co inc. Next select accounts for the from and to dropdown lists. For cash enter the amount you d like to transfer in the box provided.
Cash positions or as we re doing for this example positions and cash. Charles schwab co. Now you ll want to select what you d like to transfer.
If your request exceeds the lines on page 2 please attach a separate spreadsheet with the same format. Charles schwab acat fee charles schwab acat fee is 50 for a full account transfer and 25 for a partial account transfer stock positions mutual funds etf s regardless of account size. Now you ll want to select what you d like to transfer.
If you just want to withdraw some money out of your charles schwab account and keep account open then read charles schwab withdrawal options article. Use this form to transfer securities and or funds from another financial institution e g brokerage firm mutual fund company bank or insurance company into your charles schwab co inc. For cash enter the amount you d like to transfer in the box provided.
Set up schwab as a payee from your other online bank account. Please use this form to move or transfer cash and or assets from your schwab brokerage account to another schwab brokerage account s. Add your schwab account number in the payee account number field.
Alternatively you can simply add checks or checks and a debit card to a trading account and then use these tools to take funds out. Cash positions or as we re doing for this example positions and cash. Mail the check to.
International operations 1945 northwestern drive. Transfer your account to schwab when to use this form. Charles schwab co inc.
To begin roll over the accounts tab and click online transfer. 2423 east lincoln drive phoenix az 85016 1215.