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 |