How does account funding work?


  • You may fund your account by setting up an ACH link with an outside bank account, a direct wire into the account, depositing a check on the account on your end, sending us a check to deposit on your behalf, or internally transferring cash from one Schwab Account to the Managed Account.
  • We prefer that you set up an ACH link with an outside bank account as it allows for easier funding in and out of the Managed Account once established.
  • Clients have the option to fill out their bank information on the online portal per the account opening process. Should you want to fund your account with the other methods described above, please let us know and we will assist.