Custodial Relationships

Each client account is held at an independent, highly rated and well-capitalized custodial firm such as Charles Schwab & Co.  Clients can view their investment exposures and performance on a daily basis.  Clients have 100% transparency and immediate liquidity.

Charles Schwab & Co.:

To contact Schwab Alliance please call 1-800-515-2157 or go to www.schwaballiance.com

Funding instructions:

For checks please mail to:

Charles Schwab & Co.

POBox 628290  

Orlando FLA 32862

 

NOTE: Make check out to Charles Schwab & Co. and reference the A/C # on the memo line.

 

For wire transfers in U.S. dollars (originating inside the U.S.):

Citibank NA

111 Wall Street, NY, New York 10043

ABA # 021-000-089

FBO: Charles Schwab & Co., Inc

Account number: 4055-3953

For the account of: [full title on the Schwab account]

Account number: [your 8-digit Schwab account number]