If I have questions about the transition or my accounts, who can I contact?
How will I receive my 2023 tax documents?
Will my account history, documents and statements be available at Schwab?
Will I get a new account number?
Do I need to update my direct deposits and auto payments?
When can I set up my new credentials at Schwab?
Do I need to update or re-authorize the actions I've approved my adviser to make on my behalf?