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Quickly find contact information for your Service, Sales, and Trading Teams

Service Teams

Service Teams

Service Teams

Contact Information
Phone: 877-774-3892

Document Submission: Use Service Requests
Service Team Center Location
Denver, Orlando, Phoenix, San Diego, Westlake

 

Please send mail to the attention of your service team.    
    
For Denver, Phoenix, or San Diego Service Center Locations:

US Mail
Charles Schwab & Co., Inc.
P.O. Box 982603
El Paso, TX 79998-2603
Overnight Mail
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912-1108

 

For Orlando or Westlake Service Center Locations:    

US Mail
Charles Schwab & Co., Inc.
P.O. Box 2380
Omaha, NE 68103
Overnight Mail
Charles Schwab & Co., Inc.
200 S 108th Ave
Omaha, NE 68154

 

CUTOFF TIME FOR REQUEST
(All times below assume the request is received by Schwab in good order)
eAuthorized wire requests4:30 p.m. EST
Non-eAuthorized wire requests2:30 p.m. EST
Check and journal requests2:00 p.m. EST
Insufficient funds Schwab One® checks11:45 a.m. EST
ACH (Schwab MoneyLink®)One-time requests received by 5:30 p.m. EST will be processed same day and posted to the receiving account the following business day.
Managed fee uploadsProcessed the following business day if received by 2:30 p.m. EST
New accounts2:00 p.m. EST
Transfer of accountsProcessed the following business day after new account opened

Processing times may be delayed during high volumes.

For more detailed contact information, select your assigned Service Team below.

Document Submission: Use Service Requests

NameService Team Center Location
ASG Team 2Orlando
ASG Team 3Orlando
ASG Team 4Westlake
ASG Team 5Westlake
ASG Team 7Denver
ASG Team 8Phoenix
ASG Team 9Phoenix
ASG Team 10San Diego
ASG Team 11San Diego
ASG Team 12San Diego
ASG Team 14San Diego
ASG Team 15San Diego
ASG Team 16Westlake
ASG Team 17Westlake
ASG Team 18Westlake

 

Please send mail to the attention of your service team.

For Denver, Phoenix, or San Diego Service Center Locations:

US Mail
Charles Schwab & Co., Inc.
P.O. Box 982603
El Paso, TX 79998-2603
Overnight Mail
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912-1108

 

For Orlando or Westlake Service Center Locations:

US Mail
Charles Schwab & Co., Inc.
P.O. Box 2380
Omaha, NE 68103
Overnight Mail
Charles Schwab & Co., Inc.
200 S 108th Ave
Omaha, NE 68154

 

CUTOFF TIME FOR REQUEST
(All times below assume the request is received by Schwab in good order)
eAuthorized wire requests4:30 p.m. EST
Non-eAuthorized wire requests2:30 p.m. EST
Check and journal requests2:00 p.m. EST
Insufficient funds Schwab One® checks11:45 a.m. EST
ACH (Schwab MoneyLink®)One-time requests received by 5:30 p.m. EST will be processed same day and posted to the receiving account the following business day.
Managed fee uploadsProcessed the following business day if received by 2:30 p.m. EST
New accounts2:00 p.m. EST
Transfer of accountsProcessed the following business day after new account opened

Processing times may be delayed during high volumes.

For more detailed contact information, select your assigned Service Team below.

Document Submission: Use Service Requests

NameService Team Center Location
Institutional Group 1Orlando
Institutional Group 2Denver
Institutional Group 3Phoenix
Institutional Group 4Westlake
Institutional Group 6Orlando
Institutional Group 7Orlando
Institutional Group 8Phoenix
Institutional Group 9Phoenix
Institutional Group 10Westlake
Institutional Group 11Westlake
Institutional Group 12Orlando
Institutional Group 16San Diego
Institutional Group 17San Diego
Institutional Group 18San Diego
Institutional Group 19Westlake
Institutional Group 20Westlake
Institutional Group 21Westlake

 

Please send mail to the attention of your service team.

For Denver, Phoenix, or San Diego Service Center Locations:

US Mail
Charles Schwab & Co., Inc.
P.O. Box 982603
El Paso, TX 79998-2603
Overnight Mail
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912-1108

 

For Orlando or Westlake Service Center Locations:

US Mail
Charles Schwab & Co., Inc.
P.O. Box 2380
Omaha, NE 68103
Overnight Mail
Charles Schwab & Co., Inc.
200 S 108th Ave
Omaha, NE 68154

 

CUTOFF TIME FOR REQUEST
(All times below assume the request is received by Schwab in good order)
eAuthorized wire requests4:30 p.m. EST
Non-eAuthorized wire requests2:30 p.m. EST
Check and journal requests2:00 p.m. EST
Insufficient funds Schwab One® checks11:45 a.m. EST
ACH (Schwab MoneyLink®)One-time requests received by 5:30 p.m. EST will be processed same day and posted to the receiving account the following business day.
Managed fee uploadsProcessed the following business day if received by 2:30 p.m. EST
New accounts2:00 p.m. EST
Transfer of accountsProcessed the following business day after new account opened

Processing times may be delayed during high volumes.

Contact Information
Phone: Contact Primary
Document Submission: Use Service Requests

 

NameService Team Center Location
Premier Wealth Group 1Phoenix
Premier Wealth Group 2Orlando
Premier Wealth Group 4Orlando
Premier Wealth Group 5Orlando
Premier Wealth Group 6Phoenix
Premier Wealth Group 8Orlando
Premier Wealth Group 9Phoenix
Premier Wealth Group 10Denver, Westlake
Premier Wealth Group 11San Diego
Premier Wealth Group 12Westlake

 

Please send mail to the attention of your service team.

For Denver, Phoenix, or San Diego Service Center Locations:

US Mail
Charles Schwab & Co., Inc.
P.O. Box 982603
El Paso, TX 79998-2603
Overnight Mail
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912-1108

 

For Orlando or Westlake Service Center Locations:

US Mail
Charles Schwab & Co., Inc.
P.O. Box 2380
Omaha, NE 68103
Overnight Mail
Charles Schwab & Co., Inc.
200 S 108th Ave
Omaha, NE 68154

 

CUTOFF TIME FOR REQUEST
(All times below assume the request is received by Schwab in good order)
eAuthorized wire requests4:30 p.m. EST
Non-eAuthorized wire requests2:30 p.m. EST
Check and journal requests2:00 p.m. EST
Insufficient funds Schwab One® checks11:45 a.m. EST
ACH (Schwab MoneyLink®)One-time requests received by 5:30 p.m. EST will be processed same day and posted to the receiving account the following business day.
Managed fee uploadsProcessed the following business day if received by 2:30 p.m. EST
New accounts2:00 p.m. EST
Transfer of accountsProcessed the following business day after new account opened

Processing times may be delayed during high volumes.

Contact Information
Phone: 855-943-6160
Document Submission: Use Service Requests
Team Email: EnterpriseServicesGroup@schwab.com
Service Team Center Location
Orlando, Phoenix

 

Please send mail to the attention of your service team.

For Phoenix Service Center Location:

US Mail
Charles Schwab & Co., Inc.
P.O. Box 982603
El Paso, TX 79998-2603
Overnight Mail
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912-1108

 

For Orlando Service Center Location:

US Mail
Charles Schwab & Co., Inc.
P.O. Box 2380
Omaha, NE 68103
Overnight Mail
Charles Schwab & Co., Inc.
200 S 108th Ave
Omaha, NE 68154

 

CUTOFF TIME FOR REQUEST
(All times below assume the request is received by Schwab in good order)
eAuthorized wire requests4:30 p.m. EST
Non-eAuthorized wire requests2:30 p.m. EST
Check and journal requests2:00 p.m. EST
Insufficient funds Schwab One® checks11:45 a.m. EST
ACH (Schwab MoneyLink®)One-time requests received by 5:30 p.m. EST will be processed same day and posted to the receiving account the following business day.
Managed fee uploadsProcessed the following business day if received by 2:30 p.m. EST
New accounts2:00 p.m. EST
Transfer of accountsProcessed the following business day after new account opened

Processing times may be delayed during high volumes.

Contact Information
Phone: Contact Primary
Document Submission: Use Service Requests

 

NameService Team Center Location
Enterprise Group 1Phoenix, Westlake
Enterprise Group 2Phoenix, San Diego
Enterprise Group 3Phoenix, San Diego
Enterprise Group 4Orlando, San Diego
Enterprise Group 5Westlake, San Diego
Enterprise Group 6Orlando
Enterprise Group 7Westlake, San Diego, Phoenix
Enterprise Group 8Phoenix, Westlake
Enterprise Group 9Westlake, Orlando
Enterprise Group 10Westlake
Enterprise Group 11Westlake
Enterprise Group 12San Diego, Phoenix
Enterprise Group 14San Diego, Westlake
Enterprise Group 15San Diego

 

Please send mail to the attention of your service team.

For Denver, Phoenix, or San Diego Service Center Locations:

US Mail
Charles Schwab & Co., Inc.
P.O. Box 982603
El Paso, TX 79998-2603
Overnight Mail
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912-1108

 

For Orlando or Westlake Service Center Locations:

US Mail
Charles Schwab & Co., Inc.
P.O. Box 2380
Omaha, NE 68103
Overnight Mail
Charles Schwab & Co., Inc.
200 S 108th Ave
Omaha, NE 68154

 

CUTOFF TIME FOR REQUEST
(All times below assume the request is received by Schwab in good order)
eAuthorized wire requests4:30 p.m. EST
Non-eAuthorized wire requests2:30 p.m. EST
Check and journal requests2:00 p.m. EST
Insufficient funds Schwab One® checks11:45 a.m. EST
ACH (Schwab MoneyLink®)One-time requests received by 5:30 p.m. EST will be processed same day and posted to the receiving account the following business day.
Managed fee uploadsProcessed the following business day if received by 2:30 p.m. EST
New accounts2:00 p.m. EST
Transfer of accountsProcessed the following business day after new account opened

Processing times may be delayed during high volumes.

Contact Information
Phone: 877-335-8351
Document Submission: Use Service Requests
Service Team Center Location
Orlando, Phoenix, Westlake

 

Please send mail to the attention of your service team.

US Mail
Charles Schwab & Co., Inc.
P.O. Box 2380
Omaha, NE 68103
Overnight Mail
Charles Schwab & Co., Inc.
200 S 108th Ave
Omaha, NE 68154

 

CUTOFF TIME FOR REQUEST
(All times below assume the request is received by Schwab in good order)
eAuthorized wire requests4:30 p.m. EST
Non-eAuthorized wire requests2:30 p.m. EST
Check and journal requests2:00 p.m. EST
Insufficient funds Schwab One® checks11:45 a.m. EST
ACH (Schwab MoneyLink®)One-time requests received by 5:30 p.m. EST will be processed same day and posted to the receiving account the following business day.
Managed fee uploadsProcessed the following business day if received by 2:30 p.m. EST
New accounts2:00 p.m. EST
Transfer of accountsProcessed the following business day after new account opened

Processing times may be delayed during high volumes.

Contact Information
Phone: 800-647-5465
Fax: Use Service Requests
Service Team Center Location
Phoenix, Westlake

 

Please send mail to the attention of your service team.

US Mail
Charles Schwab & Co., Inc.
P.O. Box 982603
El Paso, TX 79998-2603
Overnight Mail
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912-1108
Contact Information
Phone: 877-762-6446
Team Email: ASCostBasis@schwab.com
Service Team Center Location
Orlando, Phoenix

 

Please send mail to the attention of your service team.

US Mail
Charles Schwab & Co., Inc.
P.O. Box 982603
El Paso, TX 79998-2603
Overnight Mail
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912-1108
Contact Information
Phone: 877-523-1598
Team Email: ASAlternativeInvestments@Schwab.com
Service Team Center Location
Orlando, Westlake, San Diego

 

Please send mail to the attention of your service team.

US Mail
Charles Schwab & Co., Inc.
P.O. Box 982603
El Paso, TX 79998-2603
Overnight Mail
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912-1108
Contact Information
Phone: 407-806-8301, EXT. 22504
Toll Free: 877-714-5308
Fax: 407-806-4821
Email: asinternationalserviceteam@schwab.com
Service Team Center Location
Orlando

 

Please send mail to the attention of your service team.

US Mail
Charles Schwab & Co., Inc.
P.O. Box 982603
El Paso, TX 79998-2603
Overnight Mail
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912-1108
Contact Information
Phone: 877-576-7932
Fax: Use Service Requests
Email: ASPTSSupport@schwab.com
Service Team Center Location
Orlando, Phoenix

 

Please send mail to the attention of your service team.

US Mail
Charles Schwab & Co., Inc.
P.O. Box 982603
El Paso, TX 79998-2603
Overnight Mail
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912-1108

Sales

Sales

DirectorEmailPhoneAddress
Evan SosoASAccountManagement@schwab.com877-774-38922423 E Lincoln Dr
PHOENIX, AZ 85016-1215

 

DirectorEmailPhoneAddress
Cynthia Scoggin, Centralized WestCentralizedRMTeam@schwab.com800-334-57283000 Schwab Way, Westlake, TX 76262
Brian McGinty, Centralized EastCentralizedRMTeam@schwab.com800-334-57282423 E Lincoln Dr, Phoenix, AZ, 85016

 

DirectorEmailPhoneAddress
Gerry GroningerIGWestcentral@Schwab.com800-835-969810160 TrainStation Circle, Lone Tree, CO 80124
TBDIGNorthcentral@Schwab.com800-437-163610160 TrainStation Circle, Lone Tree, CO 80124
Loren MartinIGSouthcentral@Schwab.com800-258-59213000 Schwab Way, Westlake, TX 76262
Gordon LeeseIGNortheast@Schwab.com800-762-7458 ext. 8One International Place, Boston, MA 02110
Jim KovachIGSoutheast@schwab.com800-437-3445150 E. Palmetto Pk. Rd., Suite 330, Boca Raton, FL 33432-4808
Michael RileyIGSouthwest@schwab.com 2423 E Lincoln Dr, Phoenix, AZ 85016-1215

 

DirectorEmailPhoneAddress
Scot KobashigawaPWNorthwest@Schwab.com800-968-4897211 Main St., San Francisco, CA 94105-1905
Matt FloitPWSouthwest@Schwab.com888-874-77502423 E Lincoln Dr, Phoenix, AZ 85016-1215
Eric WojciechowskiPWNorthcentral@Schwab.com800-897-0329150 S. Wacker Dr, 13th Floor, Chicago, IL 60606
Mark GarofaloPWNortheast@Schwab.com800-833-45171133 Avenue of the Americas, 37th Fl, New York, NY 10036
Kati StarkeyPWSoutheast@Schwab.com800-289-51143000 Schwab Way, Westlake, TX 76262

 

DirectorEmailPhoneAddress
Julie HarringtonEnterprisegroup@schwab.com800-401-768110160 TrainStation Circle, Lone Tree, CO 80124

Advisor Services Equity Trading

Traditional Trading (General Trading questions and problems)

NamePhone
Equity and Options800-367-5198 (Option 1)
Mutual Fund Trading800-367-5198 (Option 2)
Fixed Income Trading800-367-5198 (Option 3)
Options and derivatives 800-367-5198 (Option 4)

 

NamePhone
Dallas (East Coast & Texas)888-280-4692
Denver (Central & Colorado)877-908-9936
Phoenix (West Coast)877-838-5429
NamePhone
Thinkpipes/Options Team800-274-0875

 

NamePhone
Trade Related Support (Not iRebal or Think Pipes)800-930-4379
For NON-Trading Related Questions
(ie Password Resets or Connection Issues)
800-647-5465
Think Pipes866-547-8431
iRebal855-640-2472

General Service Line

Advisor Service Group, ASG Team

888-986-3700

Institutional, Premier Wealth, Family Office, Enterprise 

Contact by state:

Team Name

State Coverage

Phone

West (CA)

CA

877-731-7304

West

WA, OR, ID, NV, UT, AZ, MT, WY, CO, NM, ND, SD, NE, KS, OK

877-731-7312

South Central

TX, LA, AR, MO, IA, MN, KY, TN, MS, AL

877-731-7315

North Central

WI, IL, IN, OH, MI, PA

877-335-3404

South East

FL, GA, SC, NC, VA, WV, DC, MD

877-335-3411

North East

DE, NJ, CT, NY, RI, MA, VT, NH, ME, VI, PR

877-335-3408

Technical Support

The Advisor Platform Support (APS) team is available for technical support Mon.–Fri., 8 a.m.–7 p.m. ET

Contact Information
Phone: 800-647-5465
Fax: Use Service Requests
Email: Use Service Requests
U.S. Mail
Charles Schwab & Co., Inc.
P.O. Box 52013
Phoenix, AZ 85072-2013
Overnight Mail
Charles Schwab & Co., Inc.
2423 East Lincoln Drive
Phoenix, AZ 85016-1215

 

Frequently Asked Technical Support Questions

How do I install Schwab Data Delivery®?
Schwab Data Delivery® can be downloaded with this link. Additional information on how to install and set up the application is available on the service guide article, "How to install Schwab Data Delivery.®"

Where can I find technical specifications for Schwab Data Delivery® files? 
The following technical specifications are available for download:

How do I create import files for Trading in Schwab Advisor Center? 
Learn how to create web trading files here: Schwab Advisor Services: Web Trading.

How do I collect Management Fees in Schwab Advisor Center?
Information on how to create and import management fee files is available in the Service Guide article, “How to collect investment advisory and related fees". 
 

Other Schwab Contacts

Other Schwab contacts

Use the list below to find contact information for groups within Schwab.

DepartmentEmailPhone
Corporate Brokerage Retirement Services - CustodyRBSCustodyCSM@schwab.com800-231-2855
Corporate Brokerage Retirement Services - iPCRAipcra@schwab.com800-231-2855
Cost BasisASCOSTBASIS@Schwab.com877-762-6446
Designated Brokerage Service Teamdesignated.brokerage@schwab.com877-602-7419
Dollar Cost AveragingDollarCostAveraging@schwab.com800-367-5198, option #5
Equity Trading 800-367-5198, option #1
Fixed Income TradingSIFXTrading@schwab.com888-986-3700
IPO Teamasipo@schwab.com877-857-2154
Mutual Fund TradingIMFT@exchange.schwab.com800-367-5198, option #2
Organization Account Resource & Risk GroupASORRGEast@schwab.com
ASORRGWest@Schwab.com
877-520-7177
Performance Technologies, Inc.sales@centerpiece.com800-528-9595, ext. 2
Prime Broker EnrollmentsMidOfficeEnrollmentForms@schwab.com800-404-6996
Prime Broker/Trade AwayMidOfficeTAS@schwab.com800-404-6996
Restricted Stock TeamAsrestrictedstockteam@schwab.com877-804-3525
Schwab Advisor Networkschwabadvisornetwork@schwab.comnone
Schwab Charitableask@schwabcharitable.org800-746-6216
Statement Support ServicesASSTATEMENTSUPPORT@schwab.com877-762-6446
Step Out TradesStep.Outs@schwab.com877-223-7220
Technical Client Services 800-647-5465
Tax - Advisors Services Client Reportingastax@schwab.com877-762-6446
Trade Errorast&oterr@schwab.comnone
Personal Trust Reporting Services (PTRS) Trust Operations TeamASPTSSupport@schwab.com877-576-7932

The Schwab Advisor Service Trading Desk offers a full array of trading services with experienced traders specializing in equities, fixed income and mutual funds.

Trading Desk hours
Equity Trading: 8:30 a.m. - 7:00 p.m. ET
Fixed Income Trading: 8:30 a.m. - 6:00 p.m. ET
Mutual Fund Trading: 8:30 a.m. - 7:00 p.m. ET
Prime Broker: 9:00 a.m. - 8:00 p.m. ET

ProductEmailPhoneLocation
Equities 800-367-5198 opt 1Denver
Phoenix
Fixed Income 888-986-3700 
Mutual FundsIMFT@exchange.schwab.com800-367-5198 opt 2Denver
Phoenix
Prime BrokerMidofficetas@schwab.com800-404-6996
800-404-6996
Denver
Phoenix
IPOsasipo@schwab.com877-857-2154Indianapolis
Step OutsStep.Outs@schwab.com877-223-7220Denver
Trade Support 800-367-5198Phoenix
Margins 800-491-1843Denver

If you're looking for more information about Schwab's workplace retirement plan solutions, please contact Schwab Corporate and Retirement Services:

Phone: 800-694-9449