Moving Existing Schwab Accounts to XYPN Invest (LPOA)

If you need to obtain LPOA for a client who already has an existing Schwab account, you'll select the Add LPOA for IA (screenshot below for reference) option on the Account Management page of Schwab Advisor Center, and follow the workflow. Enter the existing account number and client contact information followed by the managed account details—just like you would for a digital onboarding envelope. Then send the digital envelope to your client for eAuthorization as you would for any other account.

For further assistance, you can review this Schwab webpage for guidance.