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What are the steps involved in transferring a custodial account from Schwab to a digital asset custodian?

avatarHolmgaard TravisNov 24, 2021 · 3 years ago1 answers

Can you provide a detailed explanation of the steps required to transfer a custodial account from Schwab to a digital asset custodian?

What are the steps involved in transferring a custodial account from Schwab to a digital asset custodian?

1 answers

  • avatarNov 24, 2021 · 3 years ago
    When transferring a custodial account from Schwab to a digital asset custodian, the first step is to contact the digital asset custodian of your choice. They will provide you with the necessary forms and paperwork to initiate the transfer process. You will need to provide them with your Schwab account details and any additional documentation they require. After submitting all the required information, the digital asset custodian will process your transfer request. It's important to note that the processing time may vary depending on the custodian. Once the transfer is complete, you should verify that all your assets have been successfully transferred to the digital asset custodian. If you have any questions or need assistance during the transfer process, don't hesitate to reach out to the custodian for support.