Schwab Mailing Addresses And More

If you are a client of Financial Planning Associates, Inc., and you need to mail a document and/or check to Schwab use one of the addresses below.

If you are sending regular US mail use this address:

Charles Schwab & Co., Inc.
P.O. Box 982603
El Paso, TX 79998

If you are sending overnight mail use this address:

Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912


Regarding traditional IRA and Roth IRA contributions:

IMPORTANT: If you are mailing a contribution check for your IRA account it should be payable to:

Charles Schwab and Company FBO (Your Name) IRA #(Your Schwab Account Number)

(Ex: Charles Schwab and Company FBO Roger Jones IRA #xxxx-xxxx)

ALSO IMPORTANT: When you send an IRA contribution check to Schwab you should write the tax year for the contribution in the note section of your check. For example, if you are sending a check on April 10th of 2018 for the tax year 2017 you should write “2017 IRA contribution” in the note area.

FBO = For the Benefit Of.