If you will be transferring the securities from an account you have with Charles Schwab & Co., then you need to instruct Schwab to move the stock or other securities from your Schwab account to our Schwab account. Here are the steps for transferring your stock or other securities: Show
If you will be transferring securities from an account other than Charles Schwab & Co., please contact your brokerage firm for assistance and to receive any forms needed for the transfer. You will need to provide the following information to your brokerage:
If you will be transferring securities from an account you have with a firm other than Schwab, please contact our Development Team to notify us of your intent. For any questions or if you need assistance, please contact us at (360) 882-0936 x 231 What is the DTC for Charles Schwab?All DTC-Eligible Securities: All deliveries MUST include client name and Schwab account number. Delivery to DTC Clearing 0164, Code 40.
How do I transfer stock from Charles Schwab?Return the completed form by using Secure Messaging on Schwab.com, or fax to 1-888-526-7252. Please use this form to move (or transfer) cash and/or assets from your Schwab account to another Schwab account(s). Please use a separate form for each originating account.
How do I find my Charles Schwab account number?Find your account number using Charles Schwab's website
In the “Accounts” section on your dashboard, click on the account name. Your 8-digit account number will be visible in the blue box at the top of your screen.
How do I find my Charles Schwab routing number?What's the routing number for my Schwab Bank account? The routing number for all Charles Schwab Bank accounts is 121202211.
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