We have provided for you
below, in a Q&A format, questions which we are often asked. Let us
know if you want us to add additional information.
What is the Mailing Address
Charles Schwab & Co Inc
Service Group, Team #2
P.O. Box 628290
Orlando, FL 32862-9905
How do I convert
Schwab Statements to Quicken files?
Firm Brochure on how to receive your Schwab statements and convert
them into Quicken files (.qif), please call:
How do I transfer assets
into my account?
Please let us know which
assets you are transferring and into which account. You will need
a copy of the most recent statement of the asset sent to us. We
will fill out the required paperwork for you to complete.
How do I change the
beneficiary on my account?
Please call us to request a
How do I set up
You can have automatic
deposits or withdrawals linked to a checking account. We will need
a copy of the check and the day of your deposit or withdrawal.