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Common questions

Transferring your account to Schwab is easy. No long forms or high fees and we offer 24/7 help when you need it. When you open an account with Schwab, select "investment account transfer" as your funding option. Your account will be approved and ready to fund within five business days. Then you will be able to log in and follow these easy steps in our Transfers and Payments section. See the tutorial

You can open a Schwab account in just 10 minutes, and Schwab offers accounts for brokerage, IRA, banking and more. If you're interested in opening an account, click here to see all account options.

To help protect your personal information from being lost in the mail, enroll today to receive your documents electronically. See the tutorial