Advisor Platform Support 

Contact Information
Phone: 800-647-5465
Fax: Use Service Requests
Email: Use Service Requests

U.S. Mail
Charles Schwab & Co., Inc.
P.O. Box 52013
Phoenix, AZ 85072-2013

Overnight Mail
Charles Schwab & Co., Inc.
2423 East Lincoln Drive
Phoenix, AZ 85016-1215

Schwab Data Delivery (SDD)

Install Schwab Data Delivery


Creating Import Files for Trading

Creating Import Files for Management Fees

SchwabLink Developer's Documentation

Schwab Cost Basis Data Files Technical Specifications

Schwab Broker Dealer (B/D) Core Data Files Technical Specifications

Schwab Annuity Core Data Files Technical Specifications


Adobe install page

If you have any questions, please call Advisor Platform Support at 1-800-647-5465, Monday through Friday, 8:00 a.m. to 7:00 p.m. ET.