These are the most common getting started forms. We have prefilled sections with the common information and highlighted the remaining sections for you. After printing, reviewing, filling out, and physically signing the form, you can scan and upload the whole thing to our secure ShareFile client portal here. In doing so, you are either requesting that we open or continue an advisory relationship.
Any time that you are considering opening an account or rolling over retirement assets, the SEC requires that we prominently tell you that the latest copy of our Form CRS is on our website here. For more information about Marotta Wealth Management, you can read our Frequently Asked Questions or review our descriptive brochure.
If you are already a client of Charles Schwab, instead of sending the form to us, you have the option of uploading your form directly to Schwab via the “Upload Document” link in the message center of your Schwab.com login here.
Marotta Wealth Management
To return any of these forms, you can upload the whole thing to our secure ShareFile client portal here.
Fund or Transfer Accounts
If you already have investment accounts hosted somewhere else, you can fund your Schwab accounts using a transfer. The instructions for transferring an account to either a regular Schwab account or a Schwab Institutional Intelligent Portfolios with Marotta Wealth Management are here: Transfer an Existing Account to a Schwab Account with Marotta Wealth Management.
If you have an employer sponsored account such as a 401(k), you may be able to rollover the assets via the instructions How to Rollover Your 401(k) into a Schwab Institutional Intelligent Portfolio with Marotta Wealth Management.
If you are just getting started with investing or have additional assets you’d like to contribute to your accounts, you can fund your account by using one of the following options (each is a link to their own instructions):
- Fund Your Account with a Check
- Move Funds Between Your Bank Account and Your Schwab Account
- Set Up Direct Deposit
Move in to Your Accounts
After your accounts are open and your funding is in progress, it is time to learn and move into the online tools available to you. See if any of these Schwab tutorials are of interest to you:
- Can I Update My Beneficiaries Online?
- Gain Clarity with Schwab’s Account Nicknames
- How to Show Your IRA on Your Spouse’s Schwab Login
- Manage All Your Family’s Finances with a Power of Attorney
- Schwab VeriSign Security Measures
Know where to find help.
If you run into any problems with the Schwab website, filling out Schwab paperwork, transferring assets to Schwab, or understanding a statement or report sent to you from Schwab, you can either call Schwab Alliance at 800-515-2157 or message them via the message center. Their supportive customer service team is part of the service included with your account open.
How to Update Your Contact Information at Schwab
You can easily update your contact information online through Schwab Alliance.
How to Implement The Automatic Millionaire Technique at Schwab
By decoupling your standard of living from the size of your income, you have taken the first step toward financial freedom.
The Best Way to Fund a Charles Schwab Account
After you have opened your account, there are many methods of contributing to or funding your Charles Schwab account. The best and easiest four methodologies are as follows.
How to Acquire Prepaid Schwab Cashiering Envelopes
Unfortunately, you must order cashiering envelopes directly from a Schwab agent. Here’s how you do it.
How to Switch to Paperless Delivery at Schwab
To avoid a higher trading fee at Schwab, it is in your best interest to turn on paperless delivery for everything that you can.
How To Update Your Address at Schwab and Why It Is Not Straightforward
Luckily, you can update your address online. Unfortunately, it is not as straightforward as the average investor suspects it will be.