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
For checks please mail to:
Charles Schwab & Co.
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.):
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]