Has anybody been able to do it? Do you know if you can transfer your shares directly from Equity Award Center to the other brokerage? (I've heard you need to first transfer from EAC → regular Schwab account and then to the brokerage)
Why leave schwab? They were great for me. I’ve recently transferred my EAC to their brokerage, because EAC is not supported by turbotax. Everything went smooth and cost basis was transferred as well. On the other side, etrade are morons. They lose cost basis when transferring stock plan to an individual.
I was able to transfer from equity award to another brokerage
Just to confirm: you transfered directly without having to first transfer from EAC to regular Schwab account?
Yes. Direct transfer. It would have taken me longer if I had to do 2 transfers and I was in rush to get some discount for my home loan.
Why do you want to leave Schwab?
Just want to have everything all in one place
You can transfer only vested RSU from Schwab to any other brokerage. Though if you have any confusion give Schwab a call and they can help you.