Broker Check

Custodian Information

Charles Schwab & Co. 
To call: 1-800-515-2157
Online: www.schwaballiance.com

To wire funds TO Schwab:
IMPORTANT NOTE: Please provide the bank from which you are wiring funds with the following information.
All deliveries must include client name and Schwab account number.

U.S. dollar currency only (originating inside U.S.)

Bank: Citibank N.A., New York 

Routing number: 021000089 
FBO: Charles Schwab & Co., Inc. 
Account number: 4055-3953 
Bank address: 399 Park Avenue, New York, NY 10022 
For further credit to: To ensure your client’s account is properly credited, provide the eight-digit account number and name(s) listed on the Schwab account

For account #: [your Schwab account # here]         


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