Charles Schwab Information

Contact Charles Schwab Institutional (for clients)

For Internet access to an existing account, go to Schwab Alliance. Setup and Login is required.

For the help desk, call the Schwab Alliance Team at 877-553-4597. They will provide Internet access set-up and other related services.

For directions to the nearest Schwab Office, click HERE and fill in your zip-code.

Schwab Money Transfer Procedures

Check Deposits

To deposit a check into an existing Schwab account via regular mail or overnight, please use one of the addresses below. Include the account number on all checks. Also include the tax year for IRA and pension contributions.

Send checks via regular mail to:

    Charles Schwab Institutional
    P.O. Box 628290 
    Orlando, FL   32862-8290

Send checks via overnight mail services to:

    Charles Schwab Institutional
    1958 Summit Park Dr, Ste 500
    Orlando, FL   32810

To wire money out of a Schwab Account

    Please contact Aubrey at Portfolio Solutions (800) 448-3550.

To wire money into an existing Schwab account:

    Citibank NA
    111 Wall Street
    New York, NY 10043
    ABA : 021000089
    FBO:   Charles Schwab & Co., Inc.
    A/C #:  40553953
    For the account of ______(name(s) on account)_______________
    Account number __(Schwab account where funds are to go)_____  

Schwab activity not including money transfers or checks:

Send all new account forms, asset transfer forms and other documents to Portfolio Solutions for processing. Do not send any documents directly to Schwab, as it will slow the processing of those instructions. When in doubt, contact a Portfolio Solutions representative for instructions.