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Global
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Support Center2023-11-26T03:24:19-05:00

Support Center

Thank you for your interest in Global Advisers.

Ask a question about investing2023-02-22T02:34:20-05:00

Have a general question about investing? Learn more about what’s available to you at Global Advisers

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Charles Schwab & Co., Inc.
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For support, call 1-800-435-4000

Interactive Brokers, LLC
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Change account ownership2023-02-22T02:36:25-05:00

We can help answer questions about inheriting an account, gifting securities, or other Global Advisers account ownership changes

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Charles Schwab & Co., Inc.
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For support, call 1-800-435-4000

Interactive Brokers, LLC
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College, 529, and Custodial Plans2023-02-22T02:36:03-05:00

Get contact information for 529 and UGMA/Custodial plans at Global Advisers

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Charles Schwab & Co., Inc.
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For support, call 1-800-435-4000

Interactive Brokers, LLC
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For support, call 1-866-694-2754, option #2

Move Money2023-02-22T02:35:57-05:00

Get help with transferring your assets into or out of Global Advisers, or moving your money internally between accounts

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Charles Schwab & Co., Inc.
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For support, call 1-800-435-4000

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For support, call 1-866-694-2754, option #2

Small business plans2023-02-22T02:36:08-05:00

Get contact information and support on Employee Retirement Plans (ERP) at Global Advisers

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Charles Schwab & Co., Inc.
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For support, call 1-800-435-4000

Interactive Brokers, LLC
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Take my RMD2023-02-22T02:36:14-05:00

Learn more about the required minimum distribution (RMD) options available to you at Global Advisers

Your Custodian Is…

Charles Schwab & Co., Inc.
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For support, call 1-800-435-4000

Interactive Brokers, LLC
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Taxes and Forms2023-02-22T02:35:49-05:00

Get answers to tax questions about dividends, tax forms, cost basis, and accessing year-end forms and more on the Global Advisers website

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Charles Schwab & Co., Inc.
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For support, call 1-800-435-4000

Interactive Brokers, LLC
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For support, call 1-866-694-2754, option #2

Technical support2023-02-22T02:36:19-05:00

Get help with security codes, downloading forms, accessing your account, or clearing your cookies and cache

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Charles Schwab & Co., Inc.
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For support, call 1-800-435-4000

Interactive Brokers, LLC
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For support, call 1-866-694-2754, option #2

Transact2023-02-22T02:35:37-05:00

Learn more about buying and selling mutual funds, ETFs, and stocks at Global Advisers

Your Custodian Is…

Charles Schwab & Co., Inc.
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For support, call 1-800-435-4000

Interactive Brokers, LLC
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For support, call 1-866-694-2754, option #2

Update Account Information2023-02-22T02:35:43-05:00

Get help maintaining or updating your contact information, beneficiaries, bank accounts, and more.

Your Custodian Is…

Charles Schwab & Co., Inc.
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follow these instructions
For support, call 1-800-435-4000

Interactive Brokers, LLC
Login to your account
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For support, call 1-866-694-2754, option #2

Investor Support
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 Wealth Management
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To send a letter
  • Global Advisers
    PO Box 121
    Valley Forge, PA 19482
    Attn: Investor Relations

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