Charles Schwab
Use this form to transfer securities and/or funds from another financial institution (e.g., a brokerage firm, mutual fund company, bank or insurance company) into your Charles Schwab & Co., Inc. ("Schwab") account.
Download Account Transfer Form v2023-06
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.