WebSchwab is a popular brokerage firm and offers many account types, one of which is the Schwab One® Custodial Account. This account has the same fee schedule as other … WebThe creative answer is yes, depending. Given that custodial accounts are a 1:1 relationship, you can technically assign “view-only” to your spouse but this only works if she or he has no accounts at Schwab. Unless you’re ok with your child seeing their own account and having access to mom/dad’s account.
The Best Custodial Accounts for 2024 - Investopedia
WebWhat to consider when choosing an RIA custodian. 1. Industry experience. It's something that can't be replicated. Look for a custodian that has spent years serving the type of RIA firm you want to build and grow. 2. Technology and innovation. As an independent financial advisor, you control your relationships, but your technology defines the ... Web· Retirement and custodial account types are not eligible for a Schwab Global Account. Important notes about Power of Attorney (POA) and Designated Beneficiary Plan (if applicable): · If you have appointed a POA on your Schwab One brokerage account, the account holder name(s) and POA(s) must be identical at all times between the ... o top chambery
Schwab, Fidelity, or Both? Why Some Advisors Use Multiple Custodians …
Web4 Jan 2024 · The Schwab One Custodial Account is a brokerage account that comes with investment help and guidance. With the Schwab One Custodial Account, there are no … WebSchwab One® Custodial Account Application Page 1 of 9 www.schwab.com 1-800-435-4000 (inside the U.S.) +1-415-667-8400 (outside the U.S.) 1-888-686-6916 (multilingual … WebIf Schwab was liquidated, the investment companies behind the funds would likely be sold to a different asset manager. If no one wanted to buy their funds, they’d be liquidated and you’d get the proceeds. The only real risk of loss would be illiquidity during liquidation — and this is a highly unlikely scenario to begin with. rock shop westerville ohio