Narrator: Looking to transfer securities to another one of your accounts? You can transfer positions between your Schwab brokerage accounts online quickly and easily.
To get started, select Move Money, then select Transfers & Payments. To transfer positions, select Online Transfer.
Move Money is selected, then Online Transfer
Narrator: Next, tell us what you would like to transfer by selecting Cash only, Positions only, or Positions and cash. For this example, we’ll choose Positions only.
Mouse clicks on Positions only.
Narrator: Carefully select the From and To accounts, and make sure that both accounts selected are Schwab brokerage accounts. Select the position or positions you would like to transfer, and be aware that some positions, like short positions, are not available to transfer.
From and To accounts are selected, and a share amount is entered next to a security.
Narrator: The online transfer service may not support your security transfer if you hold a substantial amount of unique positions. In such instances, call (800) 435-4000 for assistance making your transfer, or chat with us online by selecting Support, then Chat.
Blue pop-up window with text appears.
Narrator: Finally, select Continue. Review the transfer details and the terms and conditions on this page, then when you’re ready, select Submit.
Continue is selected, then Submit.
Video outro plays.
Transfer securities and cash using an online transfer on Schwab.com.