Global Client Services
Individuals & Families
CHAT
Chat
Online secure chat is available to both current and prospective clients. If you are an existing client, please login to Account Management to access chat. Prospective clients are provided chat access for application related inquiries through the Help Me! Link located directly within the application. When accessing chat, you’ll be prompted to specify a topic and chat room in order to route your inquiry to a representative best suited to respond.
Note: Online chat services are never designed to provide investment advice, discuss your account performance, or the financial markets. Direct all such topic to your investment management team.
Chat service are provided, administered, and managed by our custodian, Interactive Brokers, LLC.
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CONTACT INFORMATION BY TOPIC
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. & Canada | International | Fax |
|---|---|---|
| U.S. & Canada | International | 1-917-410-7285 |
| 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.
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 Correspondence | For Galleon Wealth Management or Asset Management |
|---|---|---|
| gfs@globaladvisers.com | Global 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 Correspondence | For Galleon Financial Planning |
| gfp@globaladvisers.com | Global 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 Correspondence | For Galleon Managed Futures |
| gmf@globaladvisers.com | Global 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.
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 mail | For 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.
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 mail | For 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.
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 mail | For 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 Location | Number | Hours of Operation (American/New York Time) | Service | Menu Options |
|---|---|---|---|---|
| United States | 1 (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 |
| Canada | 1 (877) 745-4222 Toll free 1 (514) 847-3499 Direct dial | Monday-Friday 8:00 AM - 5:30 PM |
||
| Europe | 00800-42-276537 Toll free3 +41-41-726-9500 Direct dial +44 207-710-5695 Direct dial United Kingdom | Monday-Friday 3:00 - 12:00 |
||
| Russia | 8-800-100-8556 Toll free4 +41-41-726-9506 Pyсский | Monday-Friday 2:00 - 11:00 |
||
| Hong Kong | +852-2156-7907 Direct dial | 19:00 (Sun - Thu) - 04:00 | ||
| Australia | +61 (2) 8093 7300 Direct dial | 18:00 (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.
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: newaccounts@interactivebrokers.com 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: newaccounts.ca@interactivebrokers.com 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: newaccountsjp@interactivebrokers.com 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.
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 mail | For 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.
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 mail | For 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 TOPIC
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. & Canada | International | Fax |
|---|---|---|
| U.S. & Canada | International | 1-917-410-7285 |
| 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.
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 Correspondence | For Galleon Wealth Management or Asset Management |
|---|---|---|
| gcfs@globaladvisers.com | Global 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 Correspondence | For Galleon Corporate Financial Planning |
| gcfp@globaladvisers.com | Global 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 Correspondence | For Galleon Managed Futures for Business |
| gmfb@globaladvisers.com | Global 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.
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 mail | For 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.
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 mail | For 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.
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 mail | For 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 Location | Number | Hours of Operation (American/New York Time) | Service | Menu Options |
|---|---|---|---|---|
| United States | 1 (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 |
| Canada | 1 (877) 745-4222 Toll free 1 (514) 847-3499 Direct dial | Monday-Friday 8:00 AM - 5:30 PM |
||
| Europe | 00800-42-276537 Toll free3 +41-41-726-9500 Direct dial +44 207-710-5695 Direct dial United Kingdom | Monday-Friday 3:00 - 12:00 |
||
| Russia | 8-800-100-8556 Toll free4 +41-41-726-9506 Pyсский | Monday-Friday 2:00 - 11:00 |
||
| Hong Kong | +852-2156-7907 Direct dial | 19:00 (Sun - Thu) - 04:00 | ||
| Australia | +61 (2) 8093 7300 Direct dial | 18:00 (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.
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: newaccounts@interactivebrokers.com 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: newaccounts.ca@interactivebrokers.com 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: newaccountsjp@interactivebrokers.com 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.
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 mail | For 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 |
- 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.
- Customer support is not available on Saturday.
- 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.
- The toll free number is only accessible from Russia.