For most new clients: We will try to offer lower fees than you are paying your current financial advisor... just ask. We would like to work for you!

How to Deposit Funds in to your Schwab Account:

Mail Checks to:

Charles Schwab & Co. Inc.

Institutional Service Group

P.O. Box 2339

Omaha, NE 68103

Make Checks Payable to "Charles Schwab" and write your account number on the check.

Internet Access Instructions: To login to your Charles Schwab Alliance Account, you must first establish a password. Please call 1-800-515-2157. You will then speak to a representative who can create your Password. You can look at your account by visiting www.SchwabAlliance.com.

To make Withdrawals from your Schwab Account, please call the Schwab Alliance Hotline at 1-800-515-2157 or go to the "Move Money" tab on the SchwabAlliance website.

Address Changes: please call the Schwab Alliance Hotline at 1-800-515-2157.