Advisor Services

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Transfer of Assets

Submitted by Dan.Benson on October 3, 2017

With Conversion Services for Advisors, you have a dedicated conversion team at your disposal to transfer your clients’ assets with minimal disruption — usually in as little as 60 days.

During your conversion to Schwab, the conversion team works with you—both virtually and on site — to ensure that the asset transfer process goes as smoothly and quickly as possible. And you can be confident that you’ll work with service experts and dedicated specialists who will provide ongoing support after the conversion.

The team includes:

  • Relationship manager, who understands your business strategy and proactively supports the transition
  • Conversion consultant who coordinates the actual conversion project plan and oversees the entire process, acts as a liaison between the internal Schwab departments, and monitors progress
  • Conversion specialists who collect and manage account paperwork and oversee day-to-day details related to the new account opening and transfer of account process