type: project · status: active · area: finance · tags: finance, brokerage, schwab
Schwab Account Setup
Schwab Account Setup
Outcome
Schwab account fully operational, funded, and configured as the long-term US brokerage — including reliable US 2FA from Japan.
Why It Matters
Schwab is the destination for the eventual Roth 401(k) distribution and the pre-move US brokerage anchor. 2FA from Japan is the practical sticking point.
Next Actions
- Confirm 2FA path (Tello SIM working, or move to Symantec VIP hardware token)
- Decide initial allocation beyond the SWVXX position
Key Facts
- Account opened; initial position in SWVXX
- US 2FA via Tello SIM (+1 503-409-2624) → see Tello-SIM-and-2FA
- Schwab supports a Symantec VIP hardware token as a long-term 2FA alternative
Key Decisions Made
| Date | Decision | Rationale |
|---|
Open Questions
Reference Links
Log
2026-06-29
Project note created from Claude history.