Encore – The PCS to Charles Schwab

It’s encore time. For USAA members, the transfer of investment products to Charles Schwab was something that we had to get used to. It was new. Well, it’s been a year since the transfer so today I’m doing an encore airing of my show with Danielle Munoz from Charles Schwab on the benefits members receive at Schwab. Danielle covers a lot of valuable info in this show.
Be sure to check out the show notes with newly updated resources from this show.

Here’s the encore of Getting Settled After the PCS to Charles Schwab and what you should know about it all with Daniell Munoz.

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.

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