Global Client Services

Individuals & Families

CONTACT INFORMATION BY SERVICE

By Phone

Select a phone number below to contact your financial adviser or wealth manager about your account. For administrative issues, such as cash or position transfers, tax information, deposits or withdrawals, or login/password help, select the Investment Services tab below.
U.S. & CanadaInternationalFax
U.S. & CanadaInternational1-917-410-7285
Wealth Management
1-833-GALLEON
1-833-425-5366
1-917-688-2715
Asset Management
1-833-GALLEON
1-833-425-5366
1-917-688-2715
Financial Planning
1-800-832-8514
Ext — 1444
1-917-688-2715
Managed Futures
1-833-GALLEON
1-833-425-5366

By Mail

Important: Select one of the following addresses for mailing account applications, profile updates, and general correspondence to Global Advisers.

All transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address must go directly to our custodian, Interactive Brokers, LLC. View the Investment Services tab above for instructions.
By Email
General CorrespondenceFor Galleon Wealth Management or Asset Management
gfs@globaladvisers.comGlobal Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Galleon Flagship Services
1721 Valley Forge Rd.
Valley Forge, PA 19481

By Email
General CorrespondenceFor Galleon Financial Planning
gfp@globaladvisers.comGlobal Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Galleon Financial Planning
1721 Valley Forge Rd.
Valley Forge, PA 19481

By Email
General CorrespondenceFor Galleon Managed Futures
gmf@globaladvisers.comGlobal Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Galleon Managed Futures
1721 Valley Forge Rd.
Valley Forge, PA 19481

Contact us

Important: Select one of the following addresses for mailing account applications, profile updates, and general correspondence to Global Advisers.

All transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address must go directly to our custodian, Interactive Brokers, LLC. View the Investment Services tab above for instructions.
By phone
By mailFor Charitable Economic Opportunities Accounts
Toll Free
1-800-832-8514
Ext — 1110

Direct Dial
1-917-688-2715
Ext — 1110

Fax
1-917-410-7285
Global Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Charitable Planning Services
1721 Valley Forge Rd.
Valley Forge, PA 19481

By email
gacs@globaladvisers.com

Contact us

Important: Select one of the following addresses for mailing account applications, profile updates, and general correspondence to Global Advisers.

All transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address must go directly to our custodian, Interactive Brokers, LLC. View the Investment Services tab above for instructions.
By phone
By mailFor Galleon Custodial Accounts
Toll Free
1-800-832-8514
Ext — 1233

Direct Dial
1-917-688-2715
Ext — 1233

Fax
1-917-410-7285
Global Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Galleon Education Planning
1721 Valley Forge Rd.
Valley Forge, PA 19481

By email
education@globaladvisers.com

Contact us

Important: Select one of the following addresses for mailing account applications, profile updates, and general correspondence to Global Advisers.

All transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address must go directly to our custodian, Interactive Brokers, LLC. View the Investment Services tab above for instructions.
By phone
By mailFor Galleon Trust Accounts and Estate Planning
Toll Free
1-800-832-8514
Ext — 1907

Direct Dial
1-917-688-2715
Ext — 1907

Fax
1-917-410-7285
Global Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Galleon Trust and Estate
1721 Valley Forge Rd.
Valley Forge, PA 19481

By email
gtes@globaladvisers.com

Contact us by phone

Calls may be recorded for quality control purposes. Enter the numeric portion of your Account Number followed by # OR press # if you do not know your Account Number. Use the Menu Options below to select the correct service.
Your LocationNumberHours of Operation
(American/New York Time)
ServiceMenu
Options
United States1 (877) 442-2757
Toll free
1 (312) 542-6901
Direct dial
Monday-Friday
8:00 AM - 10:00 PM
Sunday
1:00 PM - 7:00 PM
Cash Deposits, Withdrawals

Bank Transfers, Cash or Position Transfers

US & Canadian Position (Account) Transfers

Other Position Transfers

Log in Assistance

Password Assistance

 Security Devices

Account Configuration

Tax Issues

Corporate Actions, Dividends
  
2

2 / 1


2/2


2/3

3

3/1

3/2

4/1

4/3

4/4

  
Canada1 (877) 745-4222
Toll free
1 (514) 847-3499
Direct dial
Monday-Friday
8:00 AM - 5:30 PM
Europe00800-42-276537
Toll free3
+41-41-726-9500
Direct dial
+44 207-710-5695
Direct dial United Kingdom
Monday-Friday
3:00 - 12:00
Russia8-800-100-8556
Toll free4
+41-41-726-9506 Pyсский
Monday-Friday
2:00 - 11:00
Hong Kong+852-2156-7907 Direct dial19:00 (Sun - Thu) - 04:00
Australia+61 (2) 8093 7300 Direct dial18:00 (Sun - Thu) - 03:00
India+91 22 61289888 Direct dial
+91 22 39696188 Direct dial
22:00 (Sun - Thu) - 07:00 Monday-Friday
China+86 (21) 6086 8586
Direct dial
20:00 (Sun - Thu) - 05:00 Monday-Friday
Japan+81 (3) 4588 9700 Direct dial
+81 (3) 4588 9710 Direct dial (English)
18:30 (Sun - Thu) - 03:30 Monday-Friday

Contact us by Mail

Select one of the following addresses for mailing all transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address.
All documents must go directly to our custodian, Interactive Brokers, LLC.

Logging in to your account via Account Management and uploading the requested documents is the most efficient method, allowing for fastest processing and approval times. Whichever method you prefer, please ensure that your submitted documents are legible and easy to review.

United States

Scan & Email:


Courier/Overnight:
Interactive Brokers LLC: Document Processing
209 South LaSalle Street, 10th Floor, Chicago, IL 60604 USA

Postal:
Interactive Brokers LLC: Document Processing
P.O. Box A3770, Chicago, IL 60690-3770 USA

Fax: (312) 984-1017
Canada

Scan & Email:


Courier/Postal:
Interactive Brokers Canada Inc.
Attn: Doc Processing
1800 McGill College Avenue, Suite 2106,
Montreal, Quebec H3A 3J6 Canada

Fax: 514-847-3490
United Kingdom

Scan & Email:
newaccounts.uk@interactivebrokers.co.uk

Courier/Overnight/Postal:
Interactive Brokers (U.K.) Limited
Attn: Doc Processing
Gotthardstrasse 3, 6301 Zug, Switzerland

Fax: +41-41-726-9599
Hong Kong

Scan & Email:
newaccounts.hk@interactivebrokers.com

Courier/Overnight/Postal:
Interactive Brokers Hong Kong Limited
Attn: New Account Documentation
Suite 1512 Two Pacific Place
88 Queensway, Admiralty, Hong Kong
India

Courier/Postal:
Interactive Brokers (India) Pvt. Ltd.
502/A, Times Square, Andheri Kurla Road
Andheri East, Mumbai 400059 India
Japan

Scan & Email:


Courier/Postal:
New Accounts: Interactive Brokers Securities Japan, Inc
4th Floor Tekko Kaikan, 3-2-10, Nihonbashi Kayabacho,
Chuo-Ku, Tokyo 103-0025 Japan

Fax: +81-3-4588-9749

Contact us

Important: Select one of the following addresses for mailing account applications, profile updates, and general correspondence to Global Advisers.

All transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address must go directly to our custodian, Interactive Brokers, LLC. View the Investment Services tab above for instructions.
By phone
By mailFor Galleon IRA & Retirement Accounts
Toll Free
1-800-832-8514
Ext — 1380

Direct Dial
1-917-688-2715
Ext — 1380

Fax
1-917-410-7285
Global Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Retirement Planning Services
1721 Valley Forge Rd.
Valley Forge, PA 19481

By email
retirement@globaladvisers.com

Contact us

Important: Select one of the following addresses for mailing account applications, profile updates, and general correspondence to Global Advisers.

All transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address must go directly to our custodian, Interactive Brokers, LLC. View the Investment Services tab above for instructions.
By phone
By mailFor accounts in the Impact Investing Plan
Toll Free
1-800-832-8514
Ext — 47336 (GREEN)

Direct Dial
1-917-688-2715
Ext — 47336 (GREEN)

Fax
1-917-410-7285
Global Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Impact Investing
1721 Valley Forge Rd.
Valley Forge, PA 19481

By email
impact@globaladvisers.com

Businesses & Corporations

CONTACT INFORMATION BY SERVICE

By Phone

Select a phone number below to contact your financial adviser or wealth manager about your account. For administrative issues, such as cash or position transfers, tax information, deposits or withdrawals, or login/password help, select the Corporate Investment Services tab below.
U.S. & CanadaInternationalFax
U.S. & CanadaInternational1-917-410-7285
Wealth Management
1-833-GALLEON
1-833-425-5366
1-917-688-2715
Asset Management
1-833-GALLEON
1-833-425-5366
1-917-688-2715
Financial Planning
1-800-832-8514
Ext —
1-917-688-2715
Managed Futures
1-833-GALLEON
1-833-425-5366

By Mail

Important: Select one of the following addresses for mailing account applications, profile updates, and general correspondence to Global Advisers.

All transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address must go directly to our custodian, Interactive Brokers, LLC. View the Investment Services tab above for instructions.
By Email
General CorrespondenceFor Galleon Wealth Management or Asset Management
gcfs@globaladvisers.comGlobal Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Galleon Flagship Corporate Services
1721 Valley Forge Rd.
Valley Forge, PA 19481

By Email
General CorrespondenceFor Galleon Corporate Financial Planning
gcfp@globaladvisers.comGlobal Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Galleon Corporate Financial Planning
1721 Valley Forge Rd.
Valley Forge, PA 19481

By Email
General CorrespondenceFor Galleon Managed Futures for Business
gmfb@globaladvisers.comGlobal Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Galleon Managed Futures for Business
1721 Valley Forge Rd.
Valley Forge, PA 19481

Contact us

Important: Select one of the following addresses for mailing account applications, profile updates, and general correspondence to Global Advisers.

All transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address must go directly to our custodian, Interactive Brokers, LLC. View the Investment Services tab above for instructions.
By phone
By mailFor Corporate and Business Accounts
Toll Free
1-800-832-8514
Ext — 1423

Direct Dial
1-917-688-2715
Ext — 1423

Fax
1-917-410-7285
Global Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Corporate Services
1721 Valley Forge Rd.
Valley Forge, PA 19481

By email
cs@globaladvisers.com

Contact us

Important: Select one of the following addresses for mailing account applications, profile updates, and general correspondence to Global Advisers.

All transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address must go directly to our custodian, Interactive Brokers, LLC. View the Investment Services tab above for instructions.
By phone
By mailFor Institutional Accounts
Toll Free
1-800-832-8514
Ext — 1601

Direct Dial
1-917-688-2715
Ext — 1601

Fax
1-917-410-7285
Global Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Institutional Services
1721 Valley Forge Rd.
Valley Forge, PA 19481

By email
is@globaladvisers.com

Contact us

Important: Select one of the following addresses for mailing account applications, profile updates, and general correspondence to Global Advisers.

All transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address must go directly to our custodian, Interactive Brokers, LLC. View the Investment Services tab above for instructions.
By phone
By mailFor MMS Accounts
Toll Free
1-800-832-8514
Ext — 1288

Direct Dial
1-917-688-2715
Ext — 1288

Fax
1-917-410-7285
Global Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Money Management Services
1721 Valley Forge Rd.
Valley Forge, PA 19481

By email
mms@globaladvisers.com

Contact us by phone

Calls may be recorded for quality control purposes. Enter the numeric portion of your Account Number followed by # OR press # if you do not know your Account Number. Use the Menu Options below to select the correct service.
Your LocationNumberHours of Operation
(American/New York Time)
ServiceMenu
Options
United States1 (877) 442-2757
Toll free
1 (312) 542-6901
Direct dial
Monday-Friday
8:00 AM - 10:00 PM
Sunday
1:00 PM - 7:00 PM
Cash Deposits, Withdrawals

Bank Transfers, Cash or Position Transfers

US & Canadian Position (Account) Transfers

Other Position Transfers

Log in Assistance

Password Assistance

 Security Devices

Account Configuration

Tax Issues

Corporate Actions, Dividends
  
2

2 / 1


2/2


2/3

3

3/1

3/2

4/1

4/3

4/4

  
Canada1 (877) 745-4222
Toll free
1 (514) 847-3499
Direct dial
Monday-Friday
8:00 AM - 5:30 PM
Europe00800-42-276537
Toll free3
+41-41-726-9500
Direct dial
+44 207-710-5695
Direct dial United Kingdom
Monday-Friday
3:00 - 12:00
Russia8-800-100-8556
Toll free4
+41-41-726-9506 Pyсский
Monday-Friday
2:00 - 11:00
Hong Kong+852-2156-7907 Direct dial19:00 (Sun - Thu) - 04:00
Australia+61 (2) 8093 7300 Direct dial18:00 (Sun - Thu) - 03:00
India+91 22 61289888 Direct dial
+91 22 39696188 Direct dial
22:00 (Sun - Thu) - 07:00 Monday-Friday
China+86 (21) 6086 8586
Direct dial
20:00 (Sun - Thu) - 05:00 Monday-Friday
Japan+81 (3) 4588 9700 Direct dial
+81 (3) 4588 9710 Direct dial (English)
18:30 (Sun - Thu) - 03:30 Monday-Friday

Contact us by Mail

Select one of the following addresses for mailing all transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address.
All documents must go directly to our custodian, Interactive Brokers, LLC.

Logging in to your account via Account Management and uploading the requested documents is the most efficient method, allowing for fastest processing and approval times. Whichever method you prefer, please ensure that your submitted documents are legible and easy to review.

United States

Scan & Email:


Courier/Overnight:
Interactive Brokers LLC: Document Processing
209 South LaSalle Street, 10th Floor, Chicago, IL 60604 USA

Postal:
Interactive Brokers LLC: Document Processing
P.O. Box A3770, Chicago, IL 60690-3770 USA

Fax: (312) 984-1017
Canada

Scan & Email:


Courier/Postal:
Interactive Brokers Canada Inc.
Attn: Doc Processing
1800 McGill College Avenue, Suite 2106,
Montreal, Quebec H3A 3J6 Canada

Fax: 514-847-3490
United Kingdom

Scan & Email:
newaccounts.uk@interactivebrokers.co.uk

Courier/Overnight/Postal:
Interactive Brokers (U.K.) Limited
Attn: Doc Processing
Gotthardstrasse 3, 6301 Zug, Switzerland

Fax: +41-41-726-9599
Hong Kong

Scan & Email:
newaccounts.hk@interactivebrokers.com

Courier/Overnight/Postal:
Interactive Brokers Hong Kong Limited
Attn: New Account Documentation
Suite 1512 Two Pacific Place
88 Queensway, Admiralty, Hong Kong
India

Courier/Postal:
Interactive Brokers (India) Pvt. Ltd.
502/A, Times Square, Andheri Kurla Road
Andheri East, Mumbai 400059 India
Japan

Scan & Email:


Courier/Postal:
New Accounts: Interactive Brokers Securities Japan, Inc
4th Floor Tekko Kaikan, 3-2-10, Nihonbashi Kayabacho,
Chuo-Ku, Tokyo 103-0025 Japan

Fax: +81-3-4588-9749

Contact us

Important: Select one of the following addresses for mailing account applications, profile updates, and general correspondence to Global Advisers.

All transfers, paper-applications, changes to your accounts that require supporting documents as evidence of their identity and/or address must go directly to our custodian, Interactive Brokers, LLC. View the Investment Services tab above for instructions.
By phone
By mailFor Small Business Retirement Plans
Toll Free
1-800-832-8514
Ext — 1508

Direct Dial
1-917-688-2715
Ext — 1508

Fax
1-917-410-7285
Global Advisers, LLC
PO Box 121
Valley Forge, PA 19481

Global Advisers, LLC
Small Business Retirement Services
1721 Valley Forge Rd.
Valley Forge, PA 19481

By email
sbrp@globaladvisers.com

  1. When contacting client services, the representative assisting you may be an employee of our custodian, Interactive Brokers, LLC, who will be acting on behalf of Global Advisers and/or Galleon Flagship Services.
  2. Customer support is not available on Saturday.
  3. Please note that the toll free number may not be available in all locations. In the event you are unable to reach Global Client Services using the toll free number listed above, please utilize the direct dial number.
  4. The toll free number is only accessible from Russia.