FAQs

Get answers to your questions—from client service to investing.

Client Service

Client Service

Login Help

Login Help

My Account

My Account

Moving Money or Assets

Moving Money or Assets

Investing

Investing

Retirement Accounts

Retirement Accounts

Market Data and Rates

Market Data and Rates

Forms and Applications

Whether you’d like to open an account, transfer funds, or work on your taxes, the forms you need are just a click away.

Transfer Your Account to Schwab
IRA Distribution Request Form
Traditional IRA

Get more forms.

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