Advisor Platform Support

Advisor Platform Support

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

Schwab Data Delivery (SDD)

Install Schwab Data Delivery

Documentation

Creating Import Files for Trading

Creating Import Files for Management Fees

SchwabLink Developer's Documentation Updated 07/12/2024

Schwab Cost Basis Data Files Technical Specifications Updated 01/05/2024 

Schwab Broker Dealer (B/D) Core Data Files Technical Specifications Updated 05/24/2024

Schwab Annuity Core Data Files Technical Specifications Updated 08/06/2021

Downloads

Adobe install page

If you have any questions, please call Advisor Platform Support at 1-800-647-5465, Monday through Friday, 8:00 a.m. to 7:00 p.m. ET.