How can I get Schwab custodian recognition after an initial transaction has occurred (ie capital call) in an existing fund?

In some cases, clients will be accepted into a fund and have an initial transaction (ie capital call) occur before their account is linked in Schwab. In this case, the advisor will need to submit the following directly to Schwab:

Schwab Transfer of Account Form with underlying client signature

Copy of a recent Opto Statement (Quarterly statement or capital call notice)

Subscription Document