See Deposit Information below

Yes, see Schwab’s How to Link an External Account instructions.

See Schwab’s Find Your Routing Numbers and Direct Deposit Information instructions.

Check deposit - mail in a check to Charles Schwab. Make sure checks are payable to “Charles Schwab” or “Schwab”. In the memo of the check write your Simple IRA account number and how the contribution should be coded – either “Employee Contribution” or “Employer Contribution”.

• Regular Mail:
  Charles Schwab & Co., Inc.

  P.O. Box 982603

  El Paso, Texas 79998

• Overnight Mail:
  Charles Schwab & Co., Inc.

  1945 Northwestern Drive

  El Paso, Texas 79912
  

Deposits by ACH: (For Employee Contributions Only) You can establish an ACH connection by initiating contributions at your banking financial institution. Contact your bank to authorize the bank to deposit the salary deferrals directly from your employer bank account and contribute to your Simple IRA. Use the information below.

Direct Deposit:

Financial Institution’s Name: J.P. Morgan Chase/Account of Charles Schwab

Address: 211 Main Street, San Francisco, CA 94105

Phone: 1-800-435-4000

Schwab’s Direct Deposit Transit-Routing Number: 071000013

Account Number: 593853800________(plus your personal eight-digit Schwab brokerage account number) (example: 59385380012345678)

Account Type: Checking

• Download the app by searching “Schwab Mobile” in your device’s app store.

• Log in using the same Schwab Alliance credentials you use online

• Navigate to More > Deposit Checks, then follow the prompts.

Download How to use Schwab Mobile Deposit™ instructions for more information

• Make the check payable to “Charles Schwab”

• Write your eight-digit Schwab account number on the memo line of the check

• If the check is made payable to you personally:

  • Endorse the back of the check with your signature.

  • Write “For Deposit Only.”

• Include your eight-digit Schwab account number.

• Mail to:

  • Regular Mail:
    Charles Schwab & Co., Inc.
    P.O. Box 982603

    El Paso, Texas 79998

  • Overnight:
    Charles Schwab & Co., Inc.
    1945 Northwestern Drive

    El Paso, Texas 79912

Set up electronic transfers or payroll deposits by providing the following information:

Bank Name: J.P. Morgan Chase/Account of Charles Schwab

Bank Address: 211 Main Street, San Francisco, CA 94105

Phone Number: 1-800-435-4000

Routing Number: 071000013

Account Number: 593853800 + your personal 8-digit Schwab account number (example: 59385380012345678)

Account Type: Checking

For Domestic Wires (US dollar only)

Destination Bank: Citibank N.A., New York

Bank ABA: 021000089

Account Name: Charles Schwab & Co., Inc.

Account Number: 4055-3953

Bank Address: 399 Park Avenue, New York, NY 10022, USA

For Further Credit To: Your 8-digit Schwab account number and name(s) listed on your Schwab account

For International Wires (US dollar only)

Destination Bank: Citibank N.A., New York

SWIFT ID: CITIUS33

Account Name: Charles Schwab & Co., Inc.

Account Number: 4060-7595

Bank Address: 399 Park Avenue, New York, NY 10022, USA

For Further Credit To: Your 8-digit Schwab account number and name(s) listed on your Schwab account