Locating Rollover Checks on Custodian Websites : BlueStar Internal

Locating Rollover Checks on Custodian Websites

Modified on: Fri, Jan 9, 2026 at 4:11 PM

(Under Construction)

Charles Schwab

On the Schwab website, navigate to Operations > Incoming Cash to search for check image.
On the following page, input the date the rollover was received and exact rollover amount (not the estimated amount) as shown in PC. Ensure 'All' is selected on Schwab site. Click search.

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