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
Documentation
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
Downloads
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.