Temporary Office Closure & Business Continuity Plan
Please be advised that our local 999 Fifth Avenue office is currently experiencing a significant business interruption and will be closed until further notice. As an essential business, we remain fully operational from our secure remote locations and are committed to providing uninterrupted service. Our Business Continuity Plan (BCP) has been implemented to ensure minimal disruptions.
We appreciate your understanding as we navigate this situation.
For assistance with your Schwab accounts outside of our business hours, please contact Charles Schwab Alliance directly at (800) 515-2157.
Contacting Your Advisors
If our Westhill phone lines and email services are unavailable, please reach out to your advisors directly via their cell phones:
- Kirk 415-515-5262
- Matt 415-515-5204
- Diane 415-302-9152
- Nico 415-516-7087
- Meghan 206-949-8495
- Samantha 480-578-0839
Depositing Checks
Until further notice, please mobile deposit checks to your account or drop them off at a local Schwab Branch View All Branches | Charles Schwab.
Below are some nearby locations:
- San Francisco: 200 California Street, Floor 01, San Francisco, CA 94111
- Marin: 1704 Redwood Highway, The Village Shopping Center, Corte Madera, CA 94925
- East Bay: 1995 University Ave, Suite #100, Berkeley, CA 94704
- South Bay: 12 Ranch Drive, Milpitas, CA 95035
- Santa Rosa: 200 Fourth Street, Suite #100, Santa Rosa, CA 95401
To find a Schwab branch near you, visit Schwab Branch Locator.
We will notify you via email once our San Rafael office reopens.
Thank you for your patience and support.
Best regards,