Yes. If you have an existing wealth/financial advisor, all investments through a Lively-affiliated Charles Schwab account can be managed by your financial advisor. Simply to complete an ‘Advisor Authorization’ form and submit it to Charles Schwab directly. For further assistance, Charles Schwab may be reached at 800-435-4000.
Updated:Other articles in this section:
- In-Kind Transfers for Charles Schwab
- How do I change my Schwab investment account access fee?
- Can my financial advisor manage my investment account?
- What should I know about the transition of my TD Ameritrade Self-Directed Brokerage Account to a Charles Schwab Health Savings Brokerage Account (HSBA)?
- Charles Schwab Health Savings Brokerage Account (HSBA)
- What investment options are available?
- What is automatic rebalancing?
- How are the HSA Guided Portfolio funds selected?
- HSA Guided Portfolio
- Auto-Investments for Mutual Funds at TD Ameritrade