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Becoming your investment manager - the LPOA

Allowing us to manage your investments at Schwab

In order for us to manage your investments at Schwab we will need to ask you a few questions to generate these simple documents:​

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  • Limited Power of Attorney (LPOA)

  • Standard Customer Agreement

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After getting these documents signed the account should be ready within a day.

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This takes just a couple of minutes:

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