I just did a character transfer from my first account on the Everfrost Server to my second account also on the Everfrost Server, about 2 weeks ago now. Here is what I had to do.
First call SOE Customer Service. They will then instruct you to clear out all the mail from the character your about to move. No mail in mail box! Then you must clear all your stuff off of the brokerage. No stuff for sale! Then you must clear your bank. Shared stuff can remain, as any other alts still on that account will still use that stuff in the shared bank slots. But all your stuff in your own private bank, must be cleared, or put in your inventory, sold, or even your house storage slots. Yes, for some reason your house doesn't get eefected by the change. And anything in your house, and in the house storage slots, can remain. So thats what I did, I cleared my bank, and stored most of it, in my house storage. Good thing I had a house with 5 storage slots! =) Also you must buy one of those character transfer tokens from the in game SOE marketplace. You don't have to click the token, unless your going to switch servers. Just have the token in your inventory, so when SOE checks, they can see you purchased one. What I did, which seemed to speed up the process was, after I did all this, I contacted SOE thro their Customer Service chat room, and asked the CS Rep there I was chatting with, "What do I do now with my Character Transfer?" and "Have I done everything I need to do?" The CS Rep then said, he needed one minute to check, he came back to me and said, yuppers, I did everything correctly, and I should be good to go. About 5 minutes later I noticed I was switched to my other account, and walla I was done! Now my 80 SK and my 80 Inquis, can dual box till my hearts content, hehe.
Good luck in your transfer. Hope it was as smooth as mine was to switch. And I hope I answered any question you might have had about these transfers.