Request Access
Access requests for each application contained within the Schwab Investment Manager Gateway® must come from an officer of the fund company whose data the user will be viewing. The email must come directly from the officer as previously described.

The email may not be forwarded and must include for each new user the following:

The e-mail should be sent to Access will be established and login instructions communicated within 2-3 business days.

User ID's and Passwords are not to be shared, and Group/Team ID's will not be accepted.