"Independent Fee-Only CFP® Financial Advisors"
Call: 480-609-4334
Client Services
Online Account Access
- Have your account number(s) readily available.
- Call Schwab at 800-515-2157.
- They will assign you a temporary password and ask you to go to SchwabAlliance within 30 minutes. You will then change the password to one of your choice.
To make deposits:
- Write your account number on your check and mail it to:
Charles Schwab & Co Inc.
Attn: Four Corners Team
P.O. Box 52013
Phoenix, AZ 85072-9749
- You may also drop your deposit off at a local Schwab office
Find the location of an office near you
To wire funds to Schwab:
- All deliveries must include client name and Schwab account number.
Wire to:
Citibank NA
111 Wall Street
New York, NY 10043
111 Wall Street
New York, NY 10043
ABA #:
021000089
FBO:
Charles Schwab & Co., Inc.
A/C #:
40553953
For the account of Schwab A/C #:
Your account number
For further credit to:
Your account title/name
