We currently have a couple of Roth IRAs that are invested in USAA mutual funds. Does anyone know if there is a way to change the investment type so that it will transition to Schwab later in the spring, or is it too late to do that? We would like to avoid accounts with Victory, but it may be that it is too late. Thanks in advance.
Hello @kcbadcat, I have forwarded your post and account to this area for assistance. While I can't provide a specific time for being contacted we appreciate your patience while waiting for a response from this area. ~Sarah
My Roth IRA is transitioning to Schwab also.
I called the USAA financial advisors and they hooked me into Schwab pronto. Very easy, you may just call them and talk to them, very helpful and so far easy.