higgy88

https://aseannow.com/topic/1249786-report-on-successful-transfer-to-us-300k/

I can help you out with that. My sister and I went through their beneficiary process a couple of years ago when our mother died. I already had a Schwab account and have been dealing with them for the last 40 years, about 10 as an international account, and the last couple of years as a US based Trust account, so I kinda know how they do things. My sister did not have an account with them, so as you say, she was forced to open separate accounts (both brokerage and IRA) which she did not want to do. She was not happy with the way they do things, to say the least. She closed the new accounts as soon as she could, and moved the money and what investments she could to another institution.