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  2. Contact us today. Reach out to Charles Schwab customer service by phone, chat, or visit your local branch. Choose your preferred method. Call 877-519-1403. Chat with a specialist. Find a branch near you. Looking for specialized support? Brokerage Services. 800-435-4000. Use TTY services for the hearing impaired. 800-345-2550.

  3. Account Access by Phone | Contact Us - Charles Schwab

    www.schwab.com/contact-us/phone-access

    Call Schwab by Phone at 800-435-4000 and press *55 to continue your call using touch-tone. Or, call TeleBroker, a direct line to our full suite of touch-tone services, at 800-272-4922 ( 800-2SCHWAB ).

  4. Login | Charles Schwab

    client.schwab.com/Areas/Access/Login

    The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. ( member SIPC ), offers investment services and products, including Schwab brokerage accounts.

  5. Schwab Alliance: Simple, Fast, Secure | Advisor Services

    advisorservices.schwab.com/content/schwab-alliance-simple-fast-secure

    You can even deposit checks remotely using your phone or tablet. When using Schwab Alliance, you can feel confident knowing we have security protections that help keep your information and assets safe. Talk to your advisor or visit Schwab Alliance to learn more about the Schwab Security Guarantee.

  6. What's New: Schwab Alliance - Schwab Advisor Services

    advisorservices.schwab.com/whats-new/client-access-and-approval/schwab-alliance

    Once you send the envelope, clients can log into Schwab Alliance and open the Message Center to begin the approval process. Clients will find the approval message in the Message Center, accessible from the top menu. November 2022 (1122-20T1) (0222-2KLH) For advisor use only. For general educational purposes.

  7. In the event that you have not received a rebate for a fee that you believe is eligible, please call a Schwab Bank Client Service Specialist for assistance at 888-403-9000 (or for clients of independent investment advisors, a Schwab Alliance Service team Member at 800-515-2157). Schwab Bank reserves the right to modify or discontinue the ATM ...

  8. Schwab Alliance | Charles Schwab - Schwab Brokerage

    welcome.schwab.com/content/schwab-alliance-0

    Using the Service tab, you can modify your mailing addresses, phone number, email, and other profile information. Keeping this information up to date helps ensure your advisor and Schwab can contact you when needed.

  9. Resources for Your Clients | Schwab Alliance | Advisor Services

    advisorservices.schwab.com/serving-your-clients/resources

    Clients can: Securely log in online and use voice verification when calling the Schwab Alliance team. Review account information and print statements. Make simple updates such as address and beneficiary changes. Approve requests such as money movements with just a few clicks.

  10. Why You Should Establish Trusted Contacts | Charles Schwab

    www.schwab.com/learn/story/why-you-should-establish-trusted-contacts

    Call 800-435-4000 (1-415-667-8400 if outside of the United States). If you work with an independent advisor: Please contact your independent advisor directly or call Schwab Alliance at 800-515-2157. If you're new to Schwab: You'll be given the option to add a trusted contact when you open a new account.

  11. Schwab Alliance fact sheet | Advisor Services

    advisorservices.schwab.com/resource/schwab-alliance-product-sheet

    Schwab Alliance is an online platform that connects your RIA firm clients to their accounts--and to your firm. Learn more.