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Why aren’t all of the firm’s master accounts, including FA, SL, and BT, available in the master account drop-down on the OAO main page?

April 26, 2017account accounts BT drop-down FA firm master SL

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10 Posted

Why aren’t all of the firm’s master accounts, including FA, SL, and BT, available in the master account drop-down on the OAO main page?

1 Answer

0

10 Posted

Only FA masters are displayed in the Master Account dropdown list on the Account Applications main page. No other master account types are listed because a new account must first be linked to an FA master before it can be linked to additional master types. ©2009 Charles Schwab & Co., Inc. Member SIPC. All rights reserved.