We use Charles Schwab as the primary custodian for most of our service levels.
Adding nicknames such as these can help immensely when it comes time to do basic tasks such as Roth IRA funding or withdrawing funds.
By default, your Schwab login will only display your own accounts.
There are two ways to transfer your account to a Schwab Institutional Intelligent Portfolios with Marotta Wealth Management.
In order to move funds between a non-Schwab account (external account) and your Schwab account, you simply need to establish what is called a MoneyLink.
This Schwab checking account provides six impressive services not true for most local banks.
A little extra work can ensure that both spouses receive important email notifications from their custodian.
Schwab Charitable Donor Advised Funds make the gifting process easier.
As well as general online security, which includes a unique user name and password, and a system which locks you out if you guess the combination more than twice, Schwab has several optional verification methods.