![]() On this page you can manage your beneficiaries for your eligible accounts. Log in to and navigate to Service > My Profile > Beneficiaries. How do I add a beneficiary to a retirement account? You will need to establish new beneficiary instructions for any account you open. No, beneficiaries are unique to each account number. If I transferred into Schwab Intelligent Portfolios from another Schwab account, does my beneficiary carry over? Your withdrawal may also cause your account to become ineligible for tax-loss harvesting if you have enrolled in the service and your account falls below the $40,000 minimum. The processing and settlement takes between 4-6 business days.Īfter your withdrawal, your portfolio will be rebalanced to its target asset allocation if it has drifted significantly from the portfolio’s original target. ![]() ![]() If the withdrawal request exceeds your portfolio's cash allocation, we will sell ETFs to generate the requested amount of cash. Yes, you can withdraw cash from your account at any time by logging in and selecting "Add/Withdraw Money." If the requested amount is less than the cash allocation in your portfolio, you can transfer it to another Schwab account immediately or to a linked external account overnight. Processing times are also noted in the Schwab Intelligent Portfolios Solutions Brokerage Agreement.Ĭan I make a partial withdrawal from my account? Transactions (e.g., account closures) can take up to five business days to process. How long does it take for transactions to settle? Note: if you are interested in a Schwab Intelligent Portfolios Premium account, you'll first need to enroll in a Schwab Intelligent Portfolios account then select "Explore Premium" in the left navigation after log in. Once you follow the prompts to review the appropriate disclosures, your account will be enrolled into Schwab Intelligent Portfolios, and your funds will likely be liquidated from your existing Schwab account and invested into your Schwab Intelligent Portfolios account within 3-5 days. On the next page, you will have the ability to select the Schwab account you would like to enroll. You will be presented with two options – "Open a new account" or "Enroll an existing Schwab account." Select the latter. On the next page, select Schwab Intelligent Portfolios, and you will begin the account enrollment process. After you answer all the questions, you will receive a portfolio recommendation. You will enter the online questionnaire to build your portfolio.
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