At UWC Wealth Management, we eliminate the operational headaches that slow most advisors down — starting with custodian paperwork.

Our dedicated in-house transition and service teams handle all documentation tied to Schwab and other custodians, from new account setups to complex transfers and updates. You never have to touch the forms—we fill them out, coordinate signatures, track approvals, and follow through until everything is 100% complete and compliant.

What You Get with UWC WM

• Fully managed paperwork lifecycle: account openings, ACATs, non-ACATs, RMDs, beneficiary changes, trust updates, and more

• Direct custodian communication: we coordinate with Schwab on your behalf, resolving issues before they reach your desk

• Fast turnaround & accuracy: our internal controls ensure paperwork is processed quickly, accurately, and in compliance with regulatory standards

• Total transparency: you stay informed, but never bogged down

This is part of our core promise at UWC: no more back-office burden. We give you the freedom to focus on growth, client relationships, and meaningful planning—while we manage the paperwork that powers it all.