| Contact Us |
| Blue-sky questions | MFBluesky@schwab.com |
| Contract Documents (Completed documents for return) | MutualFundExhibitBsandContracts@Schwab.com |
| Data and Reporting Inquiries | MutualFundReportingTeam@Schwab.com |
| Fund Add & Maintenance Portal (FAMP) | FAMPSupport@Schwab.com |
| Institutional Mutual Fund Trading Desk | imftmanagers@schwab.com |
| Mutual Fund Operations – Broker dealer TOA, bin not equal to CSLOADOMNI | SchwabMFTOAReconciliation@Schwab.com |
| Mutual Fund Operations – Clearing TOA, bin CSLOADOMNI | CSG-ClientSvc@schwab.com |
| Mutual Fund Operations – Trading Information | MutualFundOps-Trading@schwab.com |
| Mutual Fund Operations – Pricing Information | MutualFundOps-Pricing@schwab.com |
| Mutual Fund Operations – Corporate Actions | MutualFundOps-CorpActions@schwab.com |
| Mutual Fund Operations – Dividend rates | MutualFundOps-Dividends@schwab.com |
| Mutual Fund Operations – General inquiries | MutualFundOPS@schwab.com |
| Retail Mutual Fund Exception Requests | MutualFundExceptions@schwab.com |
| Schwab Asset Intelligence® | SAISupport@Schwab.com |
| Schwab Insights Publisher | MFMCommunications@Schwab.com |
| Schwab Investment Manager Gateway® | IMGatewayAdmin@Schwab.com |
| Schwab Trade Activity Portal® | STAPTeam@Schwab.com |
| Other Mutual Fund Relationship Inquiries | SchwabMFRelationshipManagers@schwab.com |