How do I bring an account to XYIS that is already at Schwab?

To add an existing account to your master number you will typically need to have your client sign an LPOA to add our firms to the account.

You can submit a request for XYIS to prep an LPOA here. 

Please note that Schwab Intelligent Portfolio accounts require additional processing. If you are moving a Schwab Intelligent Portfolio, please send us an email and we will collect the necessary forms.