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.
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.
cindy gerke on
I closed out our club by having members uoen accounts at Schwab in Prov RI then transferring stocks by owners share of one lot if each stock lot. After lot was transferred I sold off remaining couple of shares and moved to next lot.
Missed out in the referral money for new accounts. On last group of transfers we got an informed agent that told us Schwab does not require notarized signatures if done at branch with authorized signers.
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.
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.