Dr Srinagesh M.
I’ve been trying to gift shares to my…
I’ve been trying to gift shares to my daughter for over six weeks, and the process still isn’t complete. I’ve called at least 20 times, and each representative has given me different requirements or next steps. There seems to be no consistent, coordinated process at Schwab for handling share transfers or gifting. This experience has been extremely disappointing. I’m now planning to move to another brokerage.



