How to Initiate a Schwab Online Transfer

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Here are step by step instructions on how to initiate a Schwab online transfer.

Use these instructions to move funds into or out of your Schwab investment accounts.

Step 1

Log in to Schwab.com

Step 2

Click on Transfers & Payments.

Step 3

Make sure you are on the Online Transfer screen.

Step 4

You will need to choose the account you want to withdraw the funds from and choose the account you want to deposit the funds in.

Step 5

Enter the amount of money you want to move.

Step 6

Make sure frequency is set to One-Time and you have the correct Transfer Date.

Step 7

Click on Continue.

Step 8

Make sure everything is correct and click Submit.

If you have any questions or run into technical difficulties please let me know.

-Joe, Jr.

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About the Author: Joseph Carbone, Jr.

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Joseph A. Carbone, Jr., is a wealth advisor and partner of Focus Planning Group. Joseph is an accomplished wealth advisor with extensive experience in portfolio management/research, financial planning, employee benefits, client relationship management, and insurance design. Joseph holds a bachelor’s degree in finance from Dowling College and obtained the Certified Financial Planner™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠ Designations.
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