Brokerage Accounts

Select Transfers and Payments when logged in to your Schwab account. You can find this under the Accounts tab.
Select Transfer an Account and type in the Firm Name in the search bar where your assets are currently held.
Select the Type of account you are transferring and input the account number. Ensure that the proper Schwab account is selected under the Transfer Account To dropdown.
Indicate whether this is a full account transfer or if you are transferring a specific dollar amount, or specific positions (please speak with your Financial Manager prior to transferring non-cash positions).‍
Confirm Yes that the account holders on both accounts are the same (please let your Financial Manager know if that is not the case).‍
Submit the transfer.

Disclosure

Compound Financial Inc. (“Compound Financial”) offers software-based financial management and planning tools. Investment advisory services are provided by Compound Advisors, Inc. (“Compound Advisers”), an SEC-registered investment adviser (CRD# 306341/SEC#: 801-122303). Registration as an investment adviser does not imply any level of skill or training. Compound Tax, LLC (“Compound Tax”) provides tax consulting and compliance services. Compound Advisers and Compound Tax are wholly owned subsidiaries of Compound Financial. Altogether, we refer to our business as “Compound.” The information contained in this communication is provided by Compound for general informational purposes and should not be considered as financial or tax advice. Compound is not a licensed lender, law firm or insurance agency, and Clients should consult with their personal investment, insurance, tax or legal advisors or brokers regarding their particular circumstances as needed before making any final financial decisions. This communication is not an offer to sell securities. All investing involves risk, including the possible loss of any or all of the money invested, and past performance never guarantees future results. Please see Compound Advisers' Form CRS here, and ADV Part 2A Brochure here.