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Client FAQs

Click on a question below for more information:

How do I deposit funds into my account?

In Person

Funds may be deposited in person at any Schwab Branch. Click here to find your nearest Schwab branch location.

By Mail

Charles Schwab Inc
PO Box 52013
Phoenix, AZ 85072

*Please make sure to put your account number on all checks for deposit. You can call us, or Schwab Alliance at 800-515-2157, to have deposit slips and prepaid envelopes mailed to you.

By Wire

Citibank NA
111 Wall St
New York, NY 10043
ABA # 021-000-089
FBO: Charles Schwab & Co, Inc.
Account # 4055-3953
For the account of: YOUR ACOUNT NAME

How do I get money out of my account?

You can request withdrawals by phone 800-515-2157, via fax (800) 487-0368 or online at Schwab Alliance. For your protection, your signature is required for the disbursement of funds to anyone other than yourself, or to any address other than the address of record on your account statement.Most clients find having Schwab’ s MoneyLink (Electronic Funds Transfer) established between their primary Schwab account and their everyday bank account to be a practical tool. We can help you set up a new MoneyLink connection. Please allow at least two weeks.

Some clients have found it a valuable service for us to have authority to request that Schwab make distributions from their accounts to them. This authority only allows us to authorize checks be sent to the client at their address of record, or an electronic transfer to their bank account. We will accept this distribution authority upon request.

What are these investments in my account?

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