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Galleon Wealth Management
Support2023-12-22T06:32:53-05:00

Welcome to Support

We are here to help you manage your services.

Please note that depending on the issues you are experiencing, we may require that you contact the custodian directly. Issues we do not deal with in Support include the following:

Investment Advice

Do not contact support for investment advice or for information about your account balances.

Transfer Money

Do not contact support for money or security transfer requests. Call 1-844-GALLEON.

Appointments

Do not contact support to make an appointment or to reschedule an upcoming appointment.

Most common support requests

The following requests are the most common. If you don’t find your issue below, please contact us directly at 1-844-GALLEON.

Ask a question about investing2023-01-14T04:50:59-05:00

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

Your Custodian Is…

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

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

Change account ownership2023-01-14T04:50:51-05:00

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

Your Custodian Is…

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

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

College, 529, and Custodial Plans2023-01-14T04:49:35-05:00

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

Your Custodian Is…

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

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

Move Money2023-12-23T04:58:06-05:00

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

Your Custodian Is…

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

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

Small business plans2023-01-14T04:50:26-05:00

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

Your Custodian Is…

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

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

Take my RMD2023-01-14T04:50:36-05:00

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

Your Custodian Is…

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

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

Taxes and Forms2023-01-14T04:51:22-05:00

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

Your Custodian Is…

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

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

Technical support2023-01-14T04:50:43-05:00

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

Your Custodian Is…

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

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

Transact2023-01-14T04:51:06-05:00

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

Your Custodian Is…

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

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

Update Account Information2023-01-14T04:51:13-05:00

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

Your Custodian Is…

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

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

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