We’ll reach out to you asking permission to transition your accounts, and from there, the process is simple:
- You will receive two emails, one from our practice and one onboarding email from Charles Schwab.
- You will need to verify your identity by cell phone and create New Credentials or log in if you have existing credentials to Charles Schwab Alliance Website.
- Next you can review and complete your personal and account information.
- After the envelope is completed, it will return to us.