Getting Settled After the PCS to Charles Schwab

Many USAA members have made the PCS to Charles Schwab but it’s new territory for most. Will we like it? Will they understand me? What help do they provide? Schwab is here to answer all of those questions and more.

Danielle Munoz is the Schwab Vice President of Virtual Member Branch. Danielle leads the virtual branch network at Charles Schwab that serves USAA members who’ve recently transitioned to Schwab for wealth management services. And most importantly, she’s a fellow Army brat.

Danielle shares in this show what it looks like from the other side of the transition for USAA members becoming Schwab customers. We talk about what Charles Schwab is like and their core values. We also discuss the preparations Schwab has made to welcome us all, including the tools and resources they have to help the military community with their investment needs.

Thank You!

Support for this show comes from Charles Schwab. Schwab can help you achieve better financial outcomes—saving for your future? Putting your kids through college? Being prepared for your retirement years? Schwab has the resources and solutions that can help you. You can learn more at Schwab.com.

Support for this episode also comes from USAA. Since 1922, USAA has provided award-winning insurance, banking and investment, and retirement solutions support to Military Members and their families. They offer a complete suite of exclusive products, services, tools, and advice to their members. Learn more and join today at USAA.com.

Getting Settled After the PCS to Charles Schwab Episode Details

• What Charles Schwab is about— their core values
• How Schwab is ready for the military community
• The various preparations they have made for the PCS
• How Schwab can help us with investments
• The guidance available for USAA members new to Schwab to get adjusted
• What experience customer service reps and advisors have with the military community
• Resources and tools available to aid deployed service members and their families or those PCSing
• How Schwab can help you learn more about investing
• How to get acclimated to Charles Schwab (they want to help!)
• The Charles Schwab app
• What new customers at Schwab can expect in the future

More on USAA: The Changing Landscape of USAA Investments

PCS to Charles Schwab Resources

• Charles Schwab
• Schwab Mobile app
• The Grit Factor by Susan Huffman Polson
• USAA Investments

More on changes: Military Payroll Tax Deferral

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