u/Final-Butterfly-60

▲ 3 r/Schwab

Funds incentive

We already have Roth accounts at Schwab.
Husband (65) recently retired and wants to move 457b account >$1 MIL to Schwab.
We have an appointment with local Schwab FA next week.
FA did not mention Schwab incentive to move new money to Schwab, but I saw it online.

  1. When do I ask FA about the incentive?
  2. Given I have not been offered incentive, do I wait to move funds until after I meet with FA ?
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u/Final-Butterfly-60 — 4 days ago