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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