Account Access for Fee-Only Financial Planning Clients

Account Access

To gain online access to your accounts:

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 www.schwaballiance.com within 30 minutes. You will then change the password to one of your choice.

To make deposits:

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:

Wire to:	Citibank NA 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

Advisor E-mail Access:

Advisor Network Access