How do I correct an error made when managing the USAA/Schwab account transfer?

I goofed when setting up my access to the Schwab accounts and didn’t realize there was a protocol for making that change. So I set up brand new accounts for Schwab and the connection works fine. The problem is the new accounts are being added to my previous USAA balances, roughly doubling the amount of my investment accounts. Question: Is there a way to correct this problem?

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  • Roy Allen
    Roy Allen Member ✭✭
    To Frank X. Thanks for your help. I finally got some time to try your suggestions. Guess what, suggestion #1 worked. I'd been looking at that possibility but hadn't tried it. Your comments focused my efforts and I got the job done. Everything is working fine now. Thanks again.
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi again @Roy Allen,

    Glad to have helped.  Take care!

    Frankx


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