Sanity check on removing managed services at Schwab

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills.
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Topic Author
Beaker12
Posts: 28
Joined: Tue Aug 20, 2019 12:08 pm

Sanity check on removing managed services at Schwab

Post by Beaker12 »

Bogleheads,

I am helping my sister transition an inherited IRA account from managed services to DIY at Schwab. She put in the request to remove the managed services and Schwab sent back a message acknowledgement and said they will process it in approximately 60 days. I wanted to do a sanity check with the group here because that seems to be a really long time just to switch an account to self managed. Has anyone else done this switch at Schwab and if so what was your experience?
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