Thank you for that information. We are going on two months now and still struggling with Schwab. I did find out that Schwab will not pay-out our inheritance in cash, but in stocks and bonds instead. That's why they will not deposit money into my already existing bank account. They said we must open an account with them, and then we can choose to leave the stocks and bonds in that account, or cash them in, for which Schwab collects a nice fee. I don't know if it was originally set up this way by my parents/accountant, or if it is a Schwab policy.
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