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Your assets are protected at Schwab.
Get answers to the top questions about all the ways we safeguard your money.
Transfer your accounts and simplify your finances.
Benefits of consolidating accounts from multiple firms into one.
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ConvenienceKeep your complete financial picture simplified, organized, and all in one place.
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Tax benefitsConsolidation paves the way for more simplified and streamlined tax preparation.
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Lower costsYou have the potential to save on investing costs by having your finances in one place.
Why consolidate accounts with Schwab?
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It takes just three easy steps to transfer your assets.
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We have products and services for all types of needs.
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Schwab has been a trusted name for nearly 50 years.
Take the next step to consolidate accounts.
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Have more questions about transferring assets?
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Ready to start consolidating your accounts with Schwab?