Transfer of Assets

Use this form to request a transfer INTO Schwab from another custodian, mutual fund company, annuity company, etc.

Failure to provide a recent statement may result in a delay in processing.

Please note that mutual fund company transfers often require physical signatures to complete processing.

Please note that some account types require the delivering firm's paperwork to complete processing.

Please let us know if you have any questions at support@xyinvestmentsolutions.com.