Custodian Information

Charles Schwab & Co.

To call: 1-800-515-2157
Online: www.Schwaballiance.com

To make deposits:

Make sure to include your account number on your check and mail it to:

Schwab Institutional
Attn: West - Cashiering
P.O. Box 52013
Phoenix, AZ 85072-9749

You may also drop your deposit off at a local Schwab office

Find the location of an office near you

 

 

To wire funds TO Schwab:

IMPORTANT NOTE: Please provide the bank from which you are wiring funds with the following information.  All deliveries must include client name and Schwab account number.

Wire to:  Citibank NA
               111 Wall Street
               New York, NY 10043

ABA #: 021000089

FBO: Charles Schwab & Co., Inc.

A/C #: 40553953

For the account of Schwab A/C #: Your account number

For further credit to: Your account title/name

Fidelity

To call: 1-800-544-5442
Online: www.fidelity.com

To make deposits or mail forms:

Make sure to include your account number on your check and mail it to

Overnight Courier Address:
Fidelity Investments
100 Crosby Parkway KC1J-*Include 4 Digit identifier
Covington, KY 41015

Regular Mail Address:
Fidelity Investments
P.O. Box 770002
Cincinnati, OH 45277-0074

You may also drop your deposit off at a local Fidelity office.


To Wire Funds TO Fidelity:

IMPORTANT NOTE: Please provide the bank from which you are wiring funds with the following information.  All deliveries must include client name and Fidelity account number.

Wire to: J.P Morgan Chase Bank, NY
               One Chase Manhattan Plaza
               New York City, NY 10005

ABA: 021000021

For credit to:
National Financial Services, LLC

Account number:
066196–221

For benefit of:
Customer’s name (retirement accounts must include the applicable contribution codes, please contact SWA or Fidelity)


For Further Credit:  Your account number

SWIFT Code: CHASUS33 (International wires)