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Account Transfer

Becoming your investment manager

To manage your investments at Schwab, we need a Limited Power of Attorney (LPOA) and a Standard Customer Agreement. This takes just a couple of minutes. We'll generate the documents promptly; account setup timing depends on completion of required documents, custodian processing, and account-review requirements.

Limited Power of Attorney (LPOA) Standard Customer Agreement

Request received ✓

Thank you. Our team will reach out within one business day to complete the transfer process.
Questions? Email support@cleveralpha.com.

01 — Your information
Include middle name if used legally on your ID
Include a suffix if used legally on your ID
02 — Your Schwab account
You can add more than one, separated by commas

What type of account is this?

03 — Financial profile

Your approximate Annual Income Your yearly salary plus any other income

Your approximate Net Worth Not including your primary residence (usually your assets minus your debts)

04 — Investment profile

I would describe my knowledge of investments as:

When I invest, I am focused on:

Select some of the investments you currently own: Select all that apply

Do you want up to 5% of your portfolio invested in cryptocurrency assets?

Cryptocurrency exposure is speculative, volatile, may lose all value, and may not be appropriate for all investors.

I'd like to be invested for about how many years?

Upload your driver's license (optional — speeds up the transfer process)

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Click to upload — JPG, PNG, PDF accepted