Your Transition to Charles Schwab & Co., Inc.

On September 5th, your account(s) moved from your prior custodian to Charles Schwab & Co., Inc. ("Schwab").  

What's happening and how it affects you?

  • Rest assured that your relationship with your advisor at Greenbelt will remain unchanged. Our services and responsibilities will continue to be consistent, and you can expect the same personalized approach and unwavering dedication to achieving your goals.

  • After September 5th, you will have full access to your account(s) through Schwab's online account system, Schwab Alliance, a secure online portal.  You can count on us to be readily available and provide assistance throughout the login process.  

    Additional important details and FAQ:

At Greenbelt Investment Advisors, we want to assist you in every way possible to ensure a seamless transition. Feel free to reach out to us at (800) 617-3900 should you have any questions throughout this process. 




This page has been independently produced by Greenbelt Investment Advisors. Greenbelt Investment Advisors is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Greenbelt Investment Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.