Upbeat music plays throughout
Video intro plays
Narrator: Looking to transfer your account to Schwab?
Screen fades to Schwab home page
Narrator: To get started, navigate to Move Money and select Transfer Account.
Mouse navigates to Move Money and selects Transfer Account
Narrator: From here, you'll be able to request a transfer of your non-Schwab investment & retirement accounts, including cash and securities like stocks, bonds, and mutual funds. Before getting started, it's important to understand that some accounts may be ineligible for transfer such as accounts with certain restrictions. Additionally, only authorized parties on an account can request an account transfer. To begin making an account transfer, search for the firm you're transferring the account from or select a firm from the list below.
Mouse clicks on MORGAN STANLEY SMITH BARNEY LLC
Narrator: Then, select your account type and enter the account number for the firm you're transferring from.
Individual account type is selected, and account number is entered
Narrator: Choose which Schwab account should receive the assets, then select Continue.
Individual account is selected, and mouse clicks Continue
Narrator: Next, you'll have the option to select whether you'd like to transfer the entire account, or only specific securities and cash amounts. For this example, we'll be transferring the entire account.
"Transfer the entire account" is selected
Narrator: Once you verify the account holder information, select Continue.
Mouse clicks Continue, then selects Yes and clicks Continue
Narrator: In some instances, transfers will require further review to determine if the transfer can be processed. If so, you will be provided with a pre-filled form to print, sign, date, and submit via the Schwab Message Center, fax, or mail. If no additional documents are needed, you'll instead be prompted to review the Terms and Conditions, select I Consent to each agreement and click Submit Transfer to begin your transfer request.
"I consent" is selected for the terms and conditions and the mouse clicks Submit Transfer
Narrator: It's important to note that depending on the account type, additional account holders may be required to complete additional steps or provide additional information before the transfer instructions can be sent to the delivering firm.
Video outro plays