Charles Schwab
Use this form to:
- Establish a standing authorization to transfer funds electronically between your Schwab account(s) and an account at another U.S. financial institution. You may not transfer funds to financial institutions outside the territorial jurisdiction of the United States. You may also use this form to authorize your IA to request such transfers on your behalf.
- Set up direct, ongoing electronic payments of income (dividends, interest, and money market account income) from your eligible Schwab account(s) (individual, joint, trust, sole owner, or proprietor) to your Charles Schwab Bank, SSB ("Schwab Bank") account or to an account at another financial institution.
- Change or terminate an existing electronic income payment plan.
Download ACH MoneyLink Form v2024-03
For Financial Professional Use Only. Not for Distribution.
If you have any questions, please contact Advisor Services at 800-949-9936 option 2, support@freedomadvisors.com or by live chat during business hours in the lower right corner of this screen.