Barbara, thanks for response.
Bob Ford
From my Kindle
On July 12, 2025, at 6:51 AM, "Barbara Preneta via bivio.com" <user*28224800001@bivio.com> wrote:
Bob
The West Hartford, CT branch says that they will work with us and can transfer to members who have
Schwab accounts.
Barbara
Barbara
Have you ever transferred stock to a member who has a Schwab account... Our local branch says they will not do. If you have a branch that allows it, would you mind identifying them for reference.
Bob Ford
From my Kindle
On July 9, 2025, at 7:00 AM, "Barbara Preneta via bivio.com" <user*28224800001@bivio.com> wrote:
Here is the form that Schwab provided to me to link a bank
account to our Schwab account. For members that have Schwab
accounts, I think the stock transfer should be easy. The 2
of us that can sign on the account just need to be clear on
our instructions to Schwab.