Transfer client assets
One of our highest priorities is helping you move your assets to Schwab Institutional quickly and efficiently, with minimal disruption to you and your clients.
Your Schwab Business Development Officer oversees the asset transfer process from start to finish, coordinating an experienced team dedicated to your conversion.
The team focuses on assisting you with every step of the conversion, including:
- Helping to transfer your clients’ assets successfully to Schwab Institutional’s platform
- Working with you in your office to help you process client data and complete paperwork
- Tracking your progress throughout, communicating milestones and troubleshooting and resolving any issues that arise along the way
- Facilitating your post-conversion relationship with the team that will provide you with ongoing dedicated service
(0608-0613)
