Link an Existing Schwab Account
Add Investment Advisor authority to existing Schwab account(s) via LPOA
Advisor Name
*
First Name
Last Name
Advisor Email
*
Your Client's Name
*
First Name
Last Name
Client's Email Address
example@example.com
Client's Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Is there an additional client?
*
Yes
No
Your Additional Client's Name
*
First Name
Last Name
Your Additional Client's Email
*
example@example.com
New Account Information
What account(s) would you like to link? To add multiple accounts, click "+ Add LPOA".
*
Special Instructions
Anything else we need to know to process this request?
Submit
Should be Empty: