Client Portals


For check deposit, make it payable to your account full name, include account number, and calendar year for contribution (qualified accounts). Optional ACH, wire, DTC, and ACAT features are available.

US Mail  

Charles Schwab & Co., Inc.
P.O. Box 628290
Orlando, FL 32862-8290

Overnight Mail

Charles Schwab & Co., Inc.
1958 Summit Park Drive
Orlando, FL 32810-5931

Portfolio Portal: | 844-626-4637

ADP 401k: | 800-MYK-PLAN

Sample Investor Profile Questionaire