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The document is a Schwab MoneyLink® Electronic Funds Transfer Form, which allows clients to authorize electronic transfers between their Schwab accounts and other U.S. financial institutions. It includes sections for investment advisor information, transfer instructions, account details, and authorization for recurring or on-request transfers. The form outlines eligibility requirements, limitations on certain account types, and necessary documentation for corporate or custodial accounts.

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What is a Schwab brokerage MoneyLink?

This Service is the ACH service at Schwab which allows for movement of funds between your Schwab account and an external account at a bank or other financial institution ("External Account") using the Automated Clearing House (ACH) network.

What is a MoneyLink account?

Money Link is a free service that allows anyone to transfer money electronically to a UW Credit Union member\u2014from any financial institution in the United States. Non-member to member transfers take 4 business days.

What is a Schwab brokerage account?

A brokerage account is an investment account that allows you to buy and sell a variety of investments, such as stocks, bonds, mutual funds, and ETFs. Whether you're setting aside money for the future or saving up for a big purchase, you can use your funds whenever and however you want.

Is Schwab MoneyLink free?

Schwab MoneyLink® is a free service that allows you to transfer funds between your Schwab brokerage account and other financial institutions at regularly scheduled intervals and/or upon request.

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