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How to Deposit Funds to your 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.