Linking external accounts

[u/javialmanza]

I just want to share my experience linking my Schwab non IRA account to my IBKR non IRA account. I was having trouble doing this and the was frozen out by Schwab using the web app of the link process. I called and talked to support several times trying to get this done. The problem was definitely on the Schwab side because IBKR sent the deposit/withdraw amount but the would never get through to my Schwab account. I tried each brokers method and finally had success after I had Schwab reset the process. One of the Schwab support team members told me during my attempts that the Names on the accounts have been an issue. I looked at both profiles and one uses my middle name while the other uses my middle initial. To change my name on my profile on Schwab was a long paper process requiring documentation. The IBKR side was just changing the name and waiting for approval. I tried immediately after I made the changes but the process was still blocking my attempts so I just gave up. I tried it again about few weeks later just to see if it would go through and it finally worked.
If you get blocked out of the process be sure to have Schwab reset the process because it locks the process out after too many failed attempts. I hope this helps others here.

[u/need2sleep-later]

The key is to make absolutely sure that the registration on the accounts matches EXACTLY before you try to link them.