Paperwork Preparation

We can receive documents to our secure ShareFile client portal.

At this time, Schwab has an extensive but limited list of forms which are eligible for electronic signature. As a part of our Paperwork Preparation bonus service, you can request that we send you paperwork using Schwab’s eSignature system when available.

To do an in-service rollout of your vested profit sharing balance, you use the “RiversEdge In-Service Withdrawal Request Form.”

Instead of having to nag your spouse to sign paperwork or login online to accomplish these tags, you can manage all of your family’s finances by setting up a power of attorney.