My wife's account is also with Schwab. May I sugg
Post# of 11038
Posted On: 10/09/2015 4:22:09 PM
Re: caseyryan1986 #5364
My wife's account is also with Schwab. May I suggest you get that in writing and please share the name of the agent that gives you that information so I can contact him and verify it. IF there is a clawback this can work very much in our favor. I always believe in CYA. I was a broker for 30 years and had to do it too often.
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