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