Data Feeds
USAA Investment Management
USAA brokerage and managed portfolio accounts transitioned to Schwab in May 2020; current arrangements should be checked with the account’s present provider.
All brokers
Legacy service — confirm the current provider
This page covers the historical brokerage relationship. USAA mutual funds, ETFs and 529 businesses followed a separate acquisition by Victory Capital; do not treat all former USAA investments as Schwab accounts.
Typical setup
- Confirm the employee accounts in scope, the applicable consent requirements and who may act for your firm.
- Ask the broker about its monitoring enrollment and delivery options for your chosen compliance platform.
- Complete the broker’s required authorization and establish appropriate employer portal access.
- Link the authorized accounts and agree how account identifiers will be matched to employees in your platform.
- Reconcile the first usable delivery against the expected accounts and data coverage; investigate missing or unmatched records.
- Assign ongoing ownership for account additions, departures, failed deliveries and periodic reconciliation.
Community tips & common issues
Reviewed member experiences, not broker instructions or guaranteed service times.
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