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  1. When you open an account with Schwab, select "investment account transfer" as your funding option. Your account will be approved and ready to fund within five business days. Then you will be able to log in and follow these easy steps in our Transfers and Payments section.

  2. Get started. Questions? We're ready to help. Call. 866-855-9102. Chat. Connect with a specialist.

  3. Log in to Schwab. Forgot Login ID or Password?

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