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Narrator: You can transfer funds or securities between your own brokerage accounts, or from your account to a different Schwab client's account. For this example, we'll transfer securities to another Schwab brokerage account and keep the receiving account on file for future requests. Please note that you can complete similarly titled transfers online, and that this process is only required for third party transfers. To get started, select Move Money, then select Transfers & Payments.
Move Money, then Transfers & Payments is selected
Narrator: Select Online Transfers, then select the Move assets from my Schwab brokerage account form.
Online Transfers, then Move Assets from my Schwab brokerage account is selected
Narrator: Carefully enter all required information in the form, paying close attention to the originating and receiving account details.
Form is filled out
Narrator: If you would like to make transfers online in the future to the receiving Schwab account, select Keep these instructions on file for future requests in section two.
Keep these instructions on file for future requests is selected
Narrator: If needed, write down the desired assets and their amounts in section three and be sure to use share amounts, not percentages.
Share amounts are highlighted in the form
Narrator: When ready, make sure it is signed by an authorized account holder with a wet signature or a stylus if signing digitally. Stamped signatures are not accepted. Return the form to Schwab via the online message center. The form can also be sent via fax or mail.
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