Interactive Brokers
You will need to log in to your account at Interactive Brokers to process money movement requests. A complete guide to deposits and withdrawals can be found here.
Charles Schwab
There are several ways to move money or assets in and out of your accounts at Schwab, including via wire transfer or MoneyLink. To learn more about your options, click here or give us a call to assist in making the right decision.
Please note that if you request a withdrawal in excess of the current cash balance available in your account, we will make the trades necessary to raise the cash, but must allow time for settlement before distributing the funds. For retirement account types, that may take up to three days.
