Limited Power of Attorney LPOA - Pinnacle Advisor Solutions 2026

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The document is a Limited Power of Attorney (LPOA) agreement that allows an Investment Advisor (IA) to manage and execute trades on behalf of the account holder at Charles Schwab & Co., Inc. It outlines the authority granted to the IA, including trading, disbursement of funds, and payment of advisory fees. The document also includes provisions for revocation of authority, responsibilities of the account holder, and indemnification clauses protecting Schwab from liabilities related to the IA's actions.

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Click ‘Get Form’ to open the Limited Power of Attorney (LPOA) in the editor.
Begin by filling in the Investment Advisor (IA) Information section. Enter the IA Firm Name, Master Account Number, and Service Team details as required.
Complete the Account Holder’s information, including first name, middle initial, and last name. If there are additional account holders, provide their details as well.
In Section 2, select the appropriate authorizations for Trading and Disbursement. Make sure to check all applicable boxes based on your preferences.
Review Section 3 regarding communications and voting decisions. Choose whether to appoint your IA for these responsibilities.
Sign and date at the end of the document. Ensure all account holders or trustees sign where indicated.

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