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Your Top Questions Answered

FAQs

Get answers to your questions—from client service to investing.

It depends on where you live.

If you’re a resident of AK, AZ, CA, CO, HI, IA, ID, KS, MT, ND, NE, NM, NV, OK, OR, SD, TX, UT, WA, or WY, or a member of Armed Forces America or Armed Forces Pacific:

For standard delivery, mail to:
Charles Schwab & Co., Inc.
P.O. Box 52114
Phoenix, AZ 85072-2114

For overnight delivery, mail to:
Charles Schwab & Co., Inc.
2423 E. Lincoln Drive
Phoenix, AZ 85016

If you’re a resident of AL, AR, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, VA, VT, WI, WV, American Samoa, Guam, Marshall Islands, Northern Mariana Islands, Puerto Rico, or the Virgin Islands, or a member of Armed Forces Europe:

For standard delivery, mail to:
Charles Schwab & Co., Inc.
P.O. Box 628291
Orlando, FL 32862-8291

For overnight delivery, mail to:
Charles Schwab & Co., Inc.
1958 Summit Park Blvd.
Orlando, FL 32810

Just call us at 800-435-4000 to talk to one of our investment professionals anytime, any day. Here are some other ways to contact us.

Going paperless is a simple process—here’s how you do it:

  1. Log in to your account and follow this path: Service > Account Settings > Alert Preferences > Paperless Services.
  2. Check the box beside “Consent to receive paperless documents” and click Submit.
  3. Select the account(s) you’d like to make paperless.
  4. Assign the email address you’d like to use for your paperless email notification.
It’s easy to find all the documents you need on our Forms and Applications page.

Use your iPhone®, iPad® or Android™ device to manage your Schwab Accounts, trade, transfer, and more. 

Schwab Mobile is now available in the iTunes Store® and Android Market™.

Learn more and get the apps for Schwab Mobile and Schwab OnInvesting® magazine for iPad. 



Forms and Applications

Whether you’d like to open an account, transfer funds, or work on your taxes, the forms you need are just a click away.

Transfer Your Account to Schwab
IRA Distribution Request Form
Traditional IRA

Get more forms.

Contact Us

Have more questions? Just give us a call, send us an email, or write us.

Contact us today.

Take the next step.

We’re here to serve your needs 24 hours a day, 7 days a week.

Log in to your account or call 800-435-4000.





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