Transfer your accounts and simplify your finances.

Benefits of consolidating accounts from multiple firms into one.

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    Keep your complete financial picture simplified, organized, and all in one place.

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    Tax benefits

    Consolidation paves the way for more simplified and streamlined tax preparation.

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    Lower costs

    You have the potential to save on investing costs by having your finances in one place.

Why consolidate accounts with Schwab?

Take the next step to consolidate accounts.