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Account Transfer Form v2025-01

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 v2025-01

For Financial Professional Use Only. Not for Distribution.

 

If you have any questions, please contact Advisor Services at 860-291-1998, service@freedomadvisors.com or by live chat during business hours in the lower right corner of this screen.