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Moneylink
Schwab MoneyLink® is a service available for US associates that gives you control over how and when to transfer funds into or out of your Schwab account. With MoneyLink, you can move money between Schwab and other financial institutions electronically at regularly scheduled intervals and/or on an on-request basis. You may download the Schwab MoneyLink® Electronic Funds Transfer Enrollment form here.
Consolidating Assets with Schwab
You may download our Transfer of Assets form if you wish to consolidate assets at Schwab from any other broker.
Wire Transfers
You may move your money from Schwab to your bank via a wire transfer. To do so, you need to complete a Wire Transfer Authorization form. There are two ways to obtain this form. You may either contact a Schwab representative by calling 800-654-2593 or download the form from the Online Forms section of Schwab Equity Award Center®. Schwab charges $25.00 to process an outgoing wire transfer.
Checks
Schwab can mail you a check for proceeds in your account. The check is mailed to the address on your account via standard mail service at no charge to you. You may request a check by calling a Schwab representative at 800-654-2593.
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