Schwab Account Transfer

01 — Your information

First Name Include middle name if used legally on your ID

Last Name Include a suffix if used legally on your ID

Email Address

Phone Number

Address

Address Line 2 (optional)

City

State

ZIP Code

02 — Your Schwab account

Schwab Account Number(s) You can add more than one, separated by commas

What type of account is this?

Taxable Investment Account Traditional IRA Rollover IRA Roth IRA Custodial Roth UGMA / UTMA

03 — Financial profile

Your approximate Annual Income Your yearly salary plus any other income

$0 – $50,000 $50,001 – $150,000 $150,001 – $250,000 Over $250,001

Your approximate Net Worth Not including your primary residence (usually your assets minus your debts)

$0 – $100,000 $100,001 – $500,000 $500,001 – $1,000,000 $1,000,001+

04 — Investment profile

I would describe my knowledge of investments as:

Minimal knowledge I have bought Mutual Funds in the past I actively invest in stocks, ETFs, bonds or commodities

When I invest, I am focused on:

Not losing money, so I would consider myself risk averse Equally concerned about both the risk and return on my investments Making money, so I would consider myself a risk taker

Select some of the investments you currently own: Select all that apply

None — I really don't own financial assets Mutual Funds Stocks, Bonds or ETFs Investment Properties, Crypto, Gold or Commodities

Do you want up to 5% of your portfolio invested in cryptocurrency assets?

No, cryptocurrencies are too risky Yes, I'd like some exposure

I'd like to be invested for about how many years?

Less than a year — I need to be liquid About 3-ish years — looking for capital preservation Around 5 to 7 years — I'd like some capital appreciation Possibly 7 to 10 years — I'd like a touch more appreciation This is for the long haul — more than 10 years

Becoming your investment manager

Request received ✓